Responsibilities:

Marketing Tasks

Acts as liaison to the branches
Ensures accomplishment of unit's AUM and income generation targets through participation in the Bank's marketing activities
Strengthens sales activities through regular branch visits and presentation to area/ region meetings
Responsible for the achievement of given target and contributes to the unit's objectives and targets
Keeps informed of new product features and procedures, industry and current events
Provides branches with timely updates and informs them of important developments as the need arise

Administrative Functions

Receives client bookings through the branches and matches these with the available investment outlets for the day as well as orders for Long- Term New Issuances and securities from the secondary market
Oversees completeness of required documents submitted by branches for the account termination
Prepares and prints needed marketing/ sales reports
Checks PERA account and initial contribution orders processed within the day

Audit and Compliance

Ensures compliance to all audit findings and coordinates with concerned units for immediate resolution
Monitors Key Result Indicator (KRI) breaches and limits
Performs annual Enhanced Due Diligence (EDD) for high-risk clients and as needed, conduct EDD on client / account triggers by SAS alert or AMLA related issues
Conducts account review to ensure management of retail accounts are in accordance with the agreement and in compliance with internal and regulatory policies and procedures

Other Functions

Streamline processes and recommend automation of manual activities and system enhancements
Performs other related functions and special projects that may be assigned from time to time
Answers inquiries and attends to concerns and special requests from the branches, clients and other distribution from time to time
Handles and resolves cases escalated from BDO call center and branches as well as ensuring high level of customer satisfaction without compromising the Bank's policies and profitability

Qualifications:

Bachelors degree graduate with at least 2 years experience in Marketing, Banking or Finance, preferably gained from a bank, Trust or other financial institution
Effective communication and negotiation skills
UCP accreditation and one-year TIFP course would be an advantage

Trust Marketing Manager- Trust and Investments Group)