Client Engagement Manager /Sales Closer
About this role
Client Engagement Manager /Sales Closer
Optiva Capital Partners is a wealth management company specializing in investment immigration, investment advisory and insurance services.
Client Engagement Manager /Sales Closer
- Job Type Full Time
- Qualification BA/BSc/HND , MBA/MSc/MA
- Experience 10 years
- Location Lagos
- Job Field Sales and Business Development
- The role of Client Engagement Manager is to lead Optiva’s office-based Client Engagement team to convert 25% of qualified walk-in and inbound leads into multi-product fee income, while safeguarding HNW service standards, regulatory compliance, and data discipline across investment-immigration, international real estate, and complementary financial-service products.
DUTIES & RESPONSIBILITIES:
- Prospect Engagement
- Welcome & profile all walk-ins/referrals; run a structured ≤ 30-min discovery and set clear next steps.
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