In Fixed Income Marketing Dept, I'm in charge of tasks below as a expert of fixed income products.
・Execution of bonds
・Marketing fixed income products via E-mail or direct phone call to salesperson in branch.
・Offering fixed income products to retail customer together with salesperson in branch.
【Outcomes】
Revenue
・2023 the first half JPY 40mil per mounth, achievement rate 100%
・2023 the second half JPY 138mil per month, achievement rate 165.48%(until the end of January)
Other Outcomes
・2023 number of Offering products to retail customer directly was 93(including 12 times business trips) ,achievement rate 129%
・2023 the second half, held 21 times seminar about fixed income products for salesperson in branch. This number is the top among the dept.
I'm also working on enhance structured credit products such as Credit Link Note(CLN), Repackaged Note.As a result, I have achieved some outcomes below.
・Hold seminar about CLN for retail branch twice, cooperating with structuring team. Participants were over 200 in total.
・Execution of new scheme of structured credit products.In a result of aggressive promoting and marketing, I achieved first place among the dept in revenue of new schemes below.
New schieme:
CLN(Fx-call) 4execution(JPY900mil) revenue JPY44mil
CLN(powerd coupon, USD denominated) 2execution(USD3mil) revenue JPY20mil