About the job

The Investor Engagement Officer is responsible for executing on the market strategy for their region through initiating and building relationships with leads and investors with the goal to increase investments and reduce churn. Through customer-centricity and good understanding of Oikocredit’s offerings, the Investor Engagement officer creates a compelling proposition for (potential) investors. The Investor Engagement Officer uses different channels of communication to engage with (potential) investors, such as phone / email / personal interactions and organises and/or participates in events which attract target groups of Oikocredit.

Main Responsibilities

Lead creation and conversion:

Executes on the market strategy developed by the Marketing Unit, and follows up with leads generated through the digital campaigns. Further, organizes events (in-person and online) to create touchpoints with identified target groups, and follows up with participants to facilitate conversion of new investors.

Investor engagement:

Creates an account plan which describes the actions to be taken to achieve ambitious yet realistic measurable goals. Engages with current investors to facilitate additional investments, maintain loyalty to reduce churn, and offer additional propositions (e.g. child, legacy investments) that are suitable for the investor given their lifecycle moment.

Cross-functional/stakeholder collaboration:

Works together with relevant stakeholders to ensure customer centricity and optimize client satisfaction. Collaborates with Investor Support to capture opportunities; with the Marketing Unit to receive the marketing mix and refine the approach for the local market based on feedback from leads and investors and knowledge of local competitors; with the Support Associations in the region and the volunteers to create joint opportunities for lead flow; and with the Institutional (Large) investors unit to facilitate large account opportunities and grow smaller into larger accounts. Further, uses the data insights developed by the Marketing Ops team to understand success drivers and prioritize actions accordingly.

Continuous improvement of the customer experience:

Generates initiatives to improve the customer experience and customer satisfaction.

Qualifications

• University degree in communication, social sciences, or other relevant field, or equivalent experience
• 3-5 years of experience in sales / customer engagement, preferably in the financial industry
• Knowledge of or ability to appreciate the regulatory boundaries of retail investments, impact investing in general, and strong affinity with sustainability
• A results-driven, commercial approach with excellent communications skills and empathy for the customer
• Is used to working with measurable goals and customer KPIs
• Ability to collaborate with stakeholders while keeping an eye on goals
• Fluency in English, Dutch and French.

Competencies

Commercially skilled, Outbound calling, Customer centricity, Problem analysis and assessment, Initiative (shared Oikocredit competence), Market orientation, Cooperation (shared Oikocredit competence), Building and maintaining networks and relations, Verbal communication and presentation, Planning and organizing.

Benefits

• You will be working in an inclusive, international and diverse environment.
• You will benefit from a flexible work environment with a good work-life balance. We have a hybrid way of working, which encourages you to work at least 50% from the office.
• You will have access to training and learning opportunities.

Additional remarks

This position is for 0,8 fte or 30 hours a week.

How to apply

Please submit your application in English, including your CV and letter of motivation.

Oikocredit is an equal opportunity employer. We value diversity and are committed to creating an inclusive work environment that embraces individuals from various backgrounds.