Midori Endo

Provide financial education on our investment trust products and financial education using video and live streaming.
Plan, prepare materials, and perform in videos

(1) Strengthening Relationships with Distributors
In the Tokyo metropolitan area (Tokyo, Kanagawa, Saitama, Chiba), the company will be in charge of approximately 500 branches of sales companies (major securities companies, major banks, trust banks). Conduct marketing by contacting branch managers, sales representatives, and other key personnel. Propose effective sales methods and sales strategies by introducing the product, its differences from other companies' products, market outlook, etc., through visits, phone calls, e-mails, online, etc.
2) Study meetings (for distributors) and seminars (for investors)
Conduct study sessions and seminars for distributors and individual investors on market commentary and outlook, and the company's products (approximately 60 types).
Propose improvements to the materials to be used to the relevant internal departments, based on the clients' reactions.
∙ Organize study sessions and seminars with in-house strategists as lecturers, as necessary.
(3) Online sales
Plan and participate in online seminars and study groups as an instructor. Propose sales methods using video content, reports, etc.
Create videos that can be viewed on Youtube, etc.
Participated in a project to use LINE as a new information transmission tool within the company. We are developing a method to improve financial literacy and promote the company's products through the dissemination of financial information using a tool that is easy to use and can be viewed at any time, which is different from e-mails and visits.

(1) Establishment of a new domestic sales department
Conducted pre-interviews with approximately 100 companies in Japan, including central banks, regional financial institutions, pension funds (discretionary pension contract sales), business companies, and high-net-worth individuals, to understand the needs of domestic investors.
(2) Proposing advisory strategies for products (Japanese equity LS)
(3) New product launch
As it was found that the current product does not meet the needs of domestic investors, planning for new product creation (long-only, low volatility, etc.) and selection of partner firms (brokerage firms, trustee firms, distributors) are underway. In addition, in internal negotiations to obtain approval for new product composition, we prepared materials using evidence and data from hearings.
(iv) Management of existing clients
(v) Planning and implementation of seminars such as dialogue and use of mass media in order to spread the company's name recognition
(vi) Dealing with overseas investors (Switzerland, Middle East, Asian countries) when they stop over in Japan
⑦Preparation (13 types) and management of sales materials
(viii) Analyst assistant
a. Gather information for the company's analysts to input information necessary for their coverage. Sources of information include quarterly reports, securities reports, financial statements, mid-term accounts, sell-side analysts' reports, and recent news.
b. Analyst behavior is aggregated and analyzed to create investment winning patterns based on analyst behavior (number of interviews, sources of investment ideas, etc.).

(1) Conduct seminars on literacy education (for about 50 Mozambicans)
(1) Conduct seminars on literacy education (held for about 50 Mozambicans)
2) Creating textbooks and teaching "IT" and "Educational Psychology" (twice a week at local schools)
(2) Created and taught textbooks on "IT" and "educational psychology" (twice a week at local schools) (3) Created other products using local raw materials and developed sales channels to increase the cash income of Mozambicans.

Assigned to Institutional Sales Department
Sales of Japanese equities to institutional analysts and fund managers.
Sales of Japanese stocks to analysts and fund managers of institutional investors who are our clients. Responsible for approximately 40 institutional investors.
I worked as a team to build strong organizational relationships with the financial institutions I was in charge of and to build cooperative relationships with the company's analysts to ensure that I could meet the needs of the clients. As a result, he was ranked second in the sales category by Brokers Point. In addition, he also performed the following duties
Assigned several foreign clients
Prepared documents for clients
Prepared documents for clients ・Prepared documents for Bloomberg and Quick, information terminals
Arranging and attending analyst meetings
Arranging and attending issuer IR meetings and site visits

Assigned to Tachikawa Branch
Assigned to Tachikawa Branch, in charge of about 300 individual salespeople
Targets were always achieved.


Assigned to Administrative Department, Administrative Control Division
Assigned to Administrative Control Dept.
(1) Integration of systems and administrative work for the merger project (with Mizuho Investors Securities)
Created manuals, planned training, conducted training, and monitored sales branches after the merger.
(2) Proposed improvements to the in-house ordering system used at the head office and sales branches (in cooperation with an outside system consulting company)
(iii) Aggregation, analysis, and implementation of countermeasures against the occurrence of inappropriate conduct within the company
In cooperation with the Risk Management Department, analyzed company-wide inappropriate actions (clerical errors, etc.), compiled them into a document, and ensured that all employees were thoroughly informed of the countermeasures.

Assigned to Foreign Stock Team, Settlement Operations Control Department, Administration Division
Responsibilities] (1) Settlement of foreign stocks.
(1) Settlement of foreign stocks. (1) Settlement of foreign stock transactions, including settlement processing after transactions are executed, execution processing, and the operation of stock dividend and foreign investment trust distribution processing.
Liaison with overseas stock depository banks (SWIFT, Bloomberg, etc.) (SWIFT and Bloomberg are used)
(2) Determination of in-house response to corporate actions for foreign stocks (stock splits, acquisitions, etc.)
(3) Propose improvements to the in-house ordering system for foreign stock settlement (in cooperation with an external system consulting firm). (In cooperation with an external system consulting company)