SALES MANAGEMENT OFFICER, SALES SUPPORT DEPARTMENT

Coordinate customer onboarding by setting up clients in OPICS with Treasury Operations and Support Division, facilitating requirements with Relationship Managers, and processing maintenance requests. Support deal fulfillment by preparing transaction documentation, encoding deals, and coordinating settlements with product providers. Ensure regulatory compliance through trade document reviews, exception identification, and end-of-day reconciliations, including consolidating orders for primary issuances to FMIC and PDTC. Assist in updating operational procedures and manuals to drive process improvement. This role supports assigned Investment Distribution Desks to maximize sales productivity within the Sales Management and Support Division.