Sales Support Associate (Davao)

Job Description

OVERALL PURPOSE: The position is responsible in providing administrative and operational support and assistance to VisMin Unit - Davao Branch.

ORGANIZATIONAL SCOPE:

Job Title: Sales Support Associate
Unit: VisMin Unit - Davao
Reports to: Head - VisMin Unit
Supervises: N/A

MAJOR RESPONSIBILITIES:

1. Provides servicing and administrative support to the supervisor, channel managers and relationship managers in their day to day sales transactions, activities, operational requirements and recruitment.
2. Responsible for the submission and monitoring of the subscription/redemption requests of the clients under all sales units with coordination to respective RMs.
3. Preparing fund fact sheets, sales kits and other related sales materials for client presentations and channel events
4. Maintain and organize channel files for easy access
5. Ensures policies and procedures of the company with respect to subscriptions, redemptions, KYC, compliance, code of ethics, channel conflicts, exception handling, investor requests, and complaints handling are followed
6. Coordinates with the FAMI Compliance Department for the contract and/or licensing requirements for the distributors of the Partners Distribution Unit.
7. Coordinates with RMs in preparation of all the requirements for the execution of MOA between FAMI and its third party distributors.
8. Ensure that all logistical needs of the sales events, meetings and sessions are met.
9. Handle basic inquiries/requests of clients and partners of all sales units.
10. Performs other responsibilities and duties periodically assigned by supervisor in order to meet operational and/or other requirements.

QUALIFICATIONS:

Education: Graduate of any four year course
Experience: At least 1 year working experience doing administrative function
Skills: Proficient in MS Excel, MS Word and Powerpoint. Good oral and written communication skills
Knowledge: Office administration and clerical knowledge
Personality: Hardworking, dedicated, can work with minimum supervision and able to get along well with others

HOW TO APPLY:

Send your resume at recruitment@fami.com.ph