retail sales officers

About the role

As an
FISD Retail Sales Office
r, you are tasked to Contribute to the achievement of the team's volume and P&L targets. Ensures the increased distribution of new fixed income products, newly issued fixed income securities, high cost bank deposit products and other related investment products to assigned areas / branches. And assists in the preparation and maintenance of blotters / reports such as but not limited to daily transaction blotters, consolidated area and branch performance report

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How you'll contribu**

• teEncodes/ Books client deals in input pads, guava system and seeks approval and corrects reversals/cancellatio
• nsAssists in the preparation of management reports as need
• edPrepares rate sheets to be sent out to sales partners in Branch Banking Group, Corbank, Banki
• ngIdentifies clients' investment needs and provides/ determines the investment solutions or options that fit clients' nee
• dsAssists branches with or without licensed FI salesmen in marketing fixed income products to clien
• tsHandles clients referred by branches, Banking Centers, Corba
• nkGives branches updates of area / branch performance and market and product updates to branch
• esFurnishes branch sales officers and branch clients with market quotes for FISD produc
• tsBrainstorms and provides ideas to the Product Development Team to come up with new product offerings to address client's investment requiremen
• tsConducts joint calls with branch sales personnel to prospective and existing clients to determine their investment requirements and provide investment optio
• nsAttends area meetings of branches to present product updates , market and performance updat
• esConducts client presentations as need
• edConducts product and process training to branch personnel as need
• edManages the marketing and distribution of primary deals of SB Capital and fixed income securities, bank high-cost products and other related investment products to increase distribution and contribute to the volume generation of the grou
• p.Conducts training for new fixed income products and newly issued fixed income securities to internal and external client
• s.If needed, participates in special projects / initiatives that will grow business or improve processes to accelerate and drive volume and income growt

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What we're looking**

• forBachelor's / College Degree in Business Studies/Administration/Management, Commerce, Economics, Finance/Accountancy/Banking, Human Resource Management, Market
• ingHas a clear understanding of the co-dependent relationship of FISD Retail Sales team with all the other desks within Treasury and with the different market segments like Branch Banking Group, Corbank, Banking Center, Wealth Managem
• entHas a thorough understanding of the rates and credit markets and compliance to regulatory requireme
• ntsHas to be cognizant of all internal & external rules, regulations and procedures - including BSP Circulars, SEC regulations, PDEX guidelines, market conventions, e
• tc.Has an understanding of the rates & credit markets, as well as macroeconomics. Able to effectively articulate these to clients in a clear and concise mann
• er.Has a good understanding of the bank's FISD products and servic
• es.Develop mid to senior level client relationsh
• ipsHas leadership qualities to steer the team in achieving targets ; Ability to attain income & volume targ
• etsKnows how to use Treasury systems like Guava, Reuters-PDEX, and Bloomb
• ergHas good communication & presentation ski
• llsAble to develop good communication and working relationships with the different market segments like Branch Banking Group, Corbank, Banking Center, Wealth Managem

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