APPOINTMENT SETTER _(Investor Relations Agent) _will act as communications link between the company and investment community. This role is not a sales position but a nuanced communications role.
The Appointment Setter will be responsible for initiating and managing outbound calls to potential and existing investors with a view to provide quality information. This role focuses on identifying and engaging potential investors, providing them with information about the company's financial performance, growth strategies, and market position. The agent will also address investor inquiries, maintain accurate records of interactions, and set appointments for follow-up meetings with senior investor relations representatives. Additionally, the Investor Relations Agent will collaborate with the investor relations team to develop and implement strategies to enhance investor engagement and satisfaction.
The Appointment Setter will also use other tools such as emails and social media to maintain an ongoing engagement with the investors and interested parties.
However, the Appointment Setter will refrain from making any kind of sales. This is an information dissemination role
Initiate and manage outbound calls to potential and existing investors.
- Provide detailed information on the company's financial performance, growth strategies, and market position.
The agent will stick to the script, rebuttals and code of conduct as provided.- Use the power of communication and power of information to leave an impression on the client calls.
Follow the client process and protocol for maintaining client engagement through a combination of calls and emails.
- Identify and engage potential investors, fostering positive relationships.
Address investor inquiries accurately and professionally.- Maintain accurate records of all investor interactions.
Set appointments for follow-up meetings with senior investor relations representatives.
- Ensure compliance with all relevant regulations and company policies.
Refrain from any sales activities, focusing solely on information dissemination.
Must have at least 3 years experience in BPO with sales background- Understanding of wealth management will be an advantage
Excellent verbal and written communication skills.
- Persuasive and confident personality
Background in Lead Generation and Appointment setting is required.- Experience of concept selling is an advantage
Self-motivated with a results-driven approach.
- Strong organizational skills and attention to detail.
Job Types: Full-time, Permanent
Pay: From Php25,
- 00 per month
Benefits: - Company Christmas gift
Company events Life insurance
- Opportunities for promotion
Paid training Promotion to permanent employee
Schedule:
Evening shift Night shift
Supplemental pay types:
Performance bonus
Experience:- Appointment Setter: 1 year (Preferred)
Outbound Calls: 1 year (Preferred)
* Lead Generations: 1 year (Preferred)
