Institutional Engagement Officer, 32 hours a week

at  Oikocredit International

ABOUT THE JOB

The Institutional Engagement Officer is responsible for executing on the institutional fundraising strategy for Austria and Italy through initiating and building relationships with high-value leads and investors with the goal to increase investments and reduce churn. Through customer-centricity and good understanding of Oikocredit’s offerings, the officer creates a compelling proposition for (potential) investors.

QUALIFICATIONS

• University degree in business administration, economics, finance or another relevant discipline
• At least 5 years of experience in B2B fundraising or comparable relationship management in the impact investments industry.
• Strong commercial drive with financial acumen and storytelling skills on impact and purpose
• Knowledge of or ability to appreciate regulatory aspects of retail investment products
• Results driven and data literate
• Exceptional stakeholder management
• Demonstrable alignment with Oikocredit’s values in particular and commitment to the goals of impact investment generally
• Fluency in English and German.

Lead creation and conversion:
Contributes to defining the sales and engagement strategy for the region by identifying target segments. Proactively engages potential investors and builds relationship with existing ones. Takes ownership for storytelling that appeals to the particular investor while remaining within the communication boundaries of the financial product.
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 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 Investor engagement (retail) 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.