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
A. 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 arises.
B. 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.
