Sales Management Officer (Support and Fulfillment)

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Position Title: Sales Management Officer (Sales Support)

Job Summary:
 

Provides transactional support to assigned Investment Distribution (ID) Desk/s to maximize sales productivity.  Scope of services includes customer set-up, deal fulfillment, regulatory and policy compliance of daily sales activities

Specific Duties & Responsibilities:

• Client Onboarding
  You will help ensure a smooth and efficient onboarding experience for our clients. This includes coordinating with the Treasury Operations and Support Division (TOSD) for customer setup in OPICS, working closely with Relationship Managers and Branch Officers to complete requirements within committed timelines, and handling requests such as updates to client information, settlement account changes, and certifications. You will also support the submission of required documents to our third‑party custodians.
• Deal Fulfillment and Transaction Support
  You will provide daily support to your assigned ID Desk to help ensure that client deals are completed accurately and on time. This may involve preparing pre‑deal and deal documents, coordinating executed transactions with product providers and processing teams (TG, IS‑CSD, TOSD, Branch), and encoding transactions in OPICS.
• Compliance and Deal Quality Checks
  You will help maintain the quality and integrity of our transactions by reviewing items, identifying non‑compliant cases, and coordinating corrective actions with the relevant ID Desks. You will also perform end‑of‑day reconciliation for supported desks. For primary issuances where Metrobank acts as a Selling Agent, you will consolidate customer orders and ensure complete and timely submission of documents to FMIC and/or PDTC.
• Other Responsibilities
  You will assist the Sales Support Department Head in updating procedural manuals and guidelines, and you may be assigned other related tasks that contribute to the team’s overall effectiveness.

Other Details:

Rank: Junior Officer (Junior Assistant Manager to Senior Assistant Manager)

Unit: Investment Distribution / Sales Management and Support Division

Location: Metrobank Center, BGC, Taguig (Monday to Friday, 08:30 AM to 06:00 PM)