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investment distribution specialist

1 month ago

Makati City, National Capital Region, Philippines Bank of the Philippine Islands Full time

This position will be in charge of attaining targets set by the Agency Area Manager and/or Distribution Head including but not limited to sales targets, participation rate, training, manpower, and licensing targets of the Agency Distribution Channel.

This position is also expected to assist the Agency Area Manager or Distribution Head in crafting sales targets, manpower targets, promo mechanics, and other initiatives needed.

Responsibilities:
  • Ensures that set sales volume targets are met by implementing strategies and programs that will increase the asset under management of investment funds solicited from an assigned portfolio of agents.
  • Works closely with various teams within One Wealth and the Bank on learning & development programs designed to grow the agency business.
  • Assists the Agency Area Manager or Agency Distribution Head in coordinating with relevant One Wealth teams in designing programs to help the agency channel in reaching sales volume targets.
Qualifications:
  • 2 years worth of relevant experience
  • Certified Investment Solicitor (MF License by SEC) and Certified UITF Salesperson (UITF License by BSP) is an advantage

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