Create reports for retail equity meetings that will be presented to management board; reports must be created and presented in a timely manner.
Create monthly reports containing calculations of commissions for retail equity accurately and completely; reports must be created monthly with no delay.
Conduct analysis on mutual fund products and plan preparations for product campaigns; successfully promote mutual fund products.
Create reports required by branches (trade value, portfolio, cash, etc.); reports must be created and available when necessary.
Function as a PIC (product owner/manager) for projects related to retail equity in coordination with PMO/IT/Marketing Communication divisions; projects must be well executed.
Work together with related parties to hold Trimegah Investor Gatherings; gatherings must be well executed.
Minimum Qualifications:
Bachelor's degree in business, finance, or accounting.
Minimum 1 year experience in a financial institution.
Possess deep analytical, critical thinking, and problem-solving skills.
Excellent use of Microsoft Excel.
Able to manage projects with a high level of attention to detail.