Senior Sales Specialist - Octopus by RTG

The main responsibilities of a Senior Sales Specialist at Octopus by RTG include developing and implementing effective sales plans to achieve targets, managing the entire sales cycle from lead generation to client onboarding, and maintaining strong relationships with high-net-worth individuals and corporate clients. You will also analyze clients’ savings needs and showcase the unique benefits of our digital saving platform, Menthum.

To apply for the Senior Sales Specialist position at Octopus by RTG, candidates should possess a Bachelor's degree along with 2-10 years of experience in banking and financial services, specifically in business development, sales, or account management. Experience working with high-net-worth individuals or corporate clients, particularly in sectors like Insurance or Pharma, is also preferred.

A Senior Sales Specialist at Octopus by RTG should have excellent relationship management skills, strong proficiency in sales cycle management, and a solid understanding of financial products. Additionally, strong communication skills, including proficiency in English, and expertise in MS Office and email communication are essential for effectively engaging with clients.

The role of Senior Sales Specialist is crucial for the growth of Octopus by RTG as it directly involves expanding our client base by onboarding high-net-worth individuals and corporates. By developing strategic sales plans and managing client relationships, the specialist plays a key role in driving revenue and building a strong portfolio for Menthum, ultimately supporting the broader mission of RTG.

The work environment for a Senior Sales Specialist at Octopus by RTG is dynamic and collaborative. You will work closely with a team of professionals who are dedicated to digital transformation and fostering impactful relationships. The culture emphasizes innovation and client satisfaction, allowing you to contribute to meaningful projects while enjoying the flexibility that comes with remote work.

To develop and implement effective sales plans, I start by analyzing the target market and identifying potential clients. I set clear, measurable goals and assess the competitive landscape. I then outline specific strategies and tactics, maintaining flexibility to adapt the plan based on ongoing feedback and results.

In my previous roles, I have built and managed relationships with high-net-worth individuals by understanding their unique financial needs and preferences. I used active listening and tailored solutions to exceed their expectations while ensuring trust and maintaining long-term engagement.

To nurture client relationships, I prioritize regular communication through check-ins, updates, and personalized interactions. I focus on understanding their evolving needs, provide them with valuable insights, and consistently deliver excellent service to reinforce their trust in my expertise.

I manage the sales cycle by clearly defining each phase, from lead generation to onboarding. I employ various tactics, such as networking, marketing campaigns, and referrals, to generate leads. Once leads are identified, I assess their needs and guide them through the onboarding process methodically, ensuring a smooth transition.

Handling objections requires empathy and attentiveness. I listen actively to understand the client's concerns, validate their feelings, and provide data or examples that address their objections. My goal is always to find common ground and offer solutions that meet their needs.

I have substantial experience working with digital financial products, particularly in understanding their features and benefits. I ensure I stay updated on industry trends and engage in continuous learning to better communicate product advantages to clients.

Sales cycle management involves the systematic process of managing client interactions through various stages: lead generation, qualification, proposal, negotiation, and closing. It is crucial for enhancing client experience and improving conversion rates by ensuring tailored approaches at each stage.

Successful client engagement hinges on building trust, understanding individual client needs, and creating personalized experiences. Regular communication and providing value-added insights also significantly contribute to the strength and longevity of client relationships.

I stay updated on industry trends by reading relevant publications, attending seminars, and participating in industry forums. Networking with peers also provides insights into emerging trends and shifts in market dynamics, allowing me to better serve my clients.

I would contribute to growth goals at Octopus by RTG by leveraging my experience to expand our client base, implement innovative sales strategies, and maintain high levels of client satisfaction. By fostering strong relationships and understanding client needs, I aim to drive repeat business and referrals.