Trust and Investment Group - Marketing Officer (Retail Accounts - Marketing Support)

The Marketing Officer for Retail Accounts (Marketing Support Unit) is responsible for achievement of given target and be able to contribute to the attainment of the unit’s AUM and revenue targets. He/She attends to branch referred transactions, including account onboarding, account oversight and investment order taking which are serviced through the branches. He/She markets trust products to distribution channels in accordance with Trust Rules and Regulations and answers inquiries from the branches/ clients.Responsibilities:Marketing TasksActs as liaison to the branchesEnsures accomplishment of unit’s AUM and income generation targets through participation in the Bank’s marketing activitiesStrengthens sales activities through regular branch visits and presentation to area/ region meetingsResponsible for the achievement of given target and contributes to the unit’s objectives and targetsKeeps informed of new product features and procedures, industry and current eventsProvides branches with timely updates and informs them of important developments as the need ariseAdministrative FunctionsReceives 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 marketOversees completeness of required documents submitted by branches for the account terminationPrepares and prints needed marketing/ sales reportsChecks PERA account and initial contribution orders processed within the dayAudit and ComplianceEnsures compliance to all audit findings and coordinates with concerned units for immediate resolutionMonitors Key Result Indicator (KRI) breaches and limitsPerforms annual Enhanced Due Diligence (EDD) for high-risk clients and as needed, conduct EDD on client / account triggers by SAS alert or AMLA related issuesConducts account review to ensure management of retail accounts are in accordance with the agreement and in compliance with internal and regulatory policies and proceduresOther FunctionsStreamline processes and recommend automation of manual activities and system enhancementsPerforms other related functions and special projects that may be assigned from time to timeAnswers inquiries and attends to concerns and special requests from the branches, clients and other distribution from time to timeHandles 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 profitabilityMinimum Qualification Requirements:Bachelors degree graduate with at least 2 years experience in Marketing, Banking or Finance, preferably gained from a bank, Trust or other financial institutionEffective communication and negotiation skillsUCP accreditation and one year TIFP course would be an advantageAvailable vacancies rank range from Junior Assistant Manager to Senior Manager- would depend on skills, experience and overall assessment.The candidate must be willing to work onsite.