Seulgi Baek Email and Phone Number

Handling distributors inquiry-Conduct Due Diligence as per request of local distributors.-Production of customized fund marketing materials.-Handling client request regarding funds including fund performance, portfolio and daily NAV.-Handling ad-hoc FSS request by the distributors.-Send product presentation deck to clients.-Update client inquiry to Salesforce CRM system.-Full Holding disclosure in accordance with internal policy.Sales Contract Management-Preparing documents for launching a new funds.-Update distribution agreement of Fidelity onshore funds with local distributors.-Update distribution list of Fidelity offshore funds (SICAV & ICAV) with local distributors.-Register offshore funds and distributors to KSD(Korea Securities Depository) system.Fund Marketing Activity-Production of monthly fund factsheets (51 Onshore funds, 82 Offshore funds)-Attended client’s funds seminar to promote products to gate keeper.-Distributing fund related reports to clients-Production of customized fund leaflet collaborated with marketing team.Other Duties-Handling of Expense-Onboarding new suppliers-Tracking online subscription rate-Checking subscription/redemption trend of products.-Handling individual investors inquiry-Conducted Yoga class event for colleagues

Sales Assistant-Preparing broker evaluation for institutional client including NPS, KIC-Adding client and managing sales coverage at CRM system (using Salesforce)-Send ad-hoc client reports-Handling Travel & Entertainment expense (using Oracle Peoplesoft)-Creating summary report of monthly client activitiesCorporate Access-Arrange meeting/conference call with corporate as per client’s request-Managing event using Dealogic system-Coordinating conference and forum (Client registration / handling client inquiries)-Coordinating expert meetings-Coordinating inbound analyst marketing, NDRSales Trading Desk Assistant-Documentation for new client’s onboarding process-Filing daily revenue and orders (using KOSMOS)-Handling client inquiry on boarding at foreign branch and Instinet-Report daily market share to management-Report monthly commission data.-Checking client’s account status using KOSMOS-Checking IRC owner with custodian bank-Communicate with sales traders to confirm commission and order line-Helping traders to fill C&C (Cancel and Clearing) form-Helping traders to fill error form with P&LMember of NFIK CSR Committee (Oct 2019 - )

-Handle daily trade settlement, fee collection and corporate action tasks as per set procedures and comply with Internal rules and regulations-Provide settlement services for about 15 global custodians (Stock and Bond)-Perform FX trade affirmation and settlement affirmation with Interbank and release payment-Monitor SWIFT-type confirmation matching status and handling related investigation-Composed FX advice and send them to G/C via SWIFT (MT 599, MT 300) ore-mail-Check NOSTRO account for checking balance.-Handle client enquiry

-Manage inbound students and consulting for outbound students -Research foreign universities for signing MOU