Marketing Officer

Job Mandate

Responsible for achievement of given target and be able to contribute to the attainment of the unit's AUM and revenue targets.

Attends to branch referred transactions, including account onboarding, account oversight and investment order taking which are serviced through the branches. Markets trust products to distribution channels in accordance with Trust Rules and Regulations and answers inquiries from the branches/clients.

Duties And Responsibilities

• Marketing Tasks
• Acts as a liaison to the branches.
• Ensures accomplishment of unit's AUM and income generation target 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 arises
• 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
  
  

Triggered 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
  
  

channels.

• 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.

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability. Requisition ID: 30206