Relationship Manager at Optiva Capital Partners

DUTIES & RESPONSIBILITIES

• Plan and execute daily field sales calls
• Ensure every client is contacted at least once a month via phone, visit, email etc.
• Ensure every client is visited and seen at least once every quarter
• Ensure relevant renewal notices are sent to clients in a timely manner for time-tenured documents
• Facilitate timely, consistent and proactive support for the provision and prompt delivery of policy documents, and any other relevant document, payment receipts and other customer related documents.
• Maintain good relationships with clients.
• Resolve queries and enquiries from both existing and prospective clients
• Facilitate the provision of product quotes to prospects.