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Flag of Philippines Taguig City, Philippines
Member since January 14, 2020
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As a Product and Licensing Associate of Philam Asset Management, Inc. I provide the following services:  Prepares weekly and monthly reports for sales team. Number of Newly licensed agents, new recruits, and exam results.  Responsible for monitoring, updating and renewal of agents records nationwide.  Assisting stakeholders of PAMI with their inquiry via phone, e-mail and front facing.  Updating of Funds Prospectus and submit to Securities and Exchange Commission.  Liaise with Securities and Exchange Commission for Examination Schedules, Licensing Applications and Regulatory Requirements.  Responsible for updating the Broker Master Records by coordinating to our third party company from India – Karvy.  Arranging the schedule of the Board of the Directors meeting every quarter.  Supporting Marketing Events (Registration, Technical and assisting the program flow)  Distribution of marketing collaterals to PAMI’s offices nationwide  Administrative task (Filling of Payments, Reimbursements, Hotel/Airfare Booking)
$10 USD/hr
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