Relationship Manager at Optiva Capital Partners

Job Description

Optiva Capital Partners is seeking a Relationship Manager to drive business growth through client acquisition, retention, and development. The role involves building long-term relationships with clients while promoting financial and immigration investment products and services. This is a field-based position requiring strong communication and interpersonal skills.

Key Responsibilities:

• Prospect and engage targeted individuals to generate qualified leads and client contacts.
• Maintain and strengthen existing business relationships while exploring opportunities for upselling and cross-selling.
• Conduct meetings via face-to-face, telephone, or virtual platforms to understand client needs and present tailored solutions.
• Collaborate with the Business Development Team to follow up on leads and ensure client conversion.
• Obtain referrals from satisfied clients to expand business opportunities.

Requirements:

• Bachelor’s degree in Business Administration, Marketing, Finance, or a related field.
• Strong interpersonal and communication skills.
• Proven ability to build and maintain professional relationships.
• Self-motivated, goal-driven, and comfortable with field-based work.
• Fresh graduates with a strong passion for client engagement are encouraged to apply.