Company Overview
Outsourced is a leading ISO certified India & Philippines offshore outsourcing company that provides dedicated remote staff to some of the world's leading international companies. Outsourced is recognized as one of the Best Places to Work and has achieved Great Place to Work Certification. We are committed to providing a positive and supportive work environment where all staff can thrive. As an Outsourced staff member, you will enjoy a fun and friendly working environment, competitive salaries, opportunities for growth and development, work-life balance, and the chance to share your passion with a team of over 1000 talented professionals.
Job Title: Sales and Marketing Manager
Department:
Sales & Marketing
Employment Type:
Full-time, Office-Based
Location:
ONSITE (Ahmedabad or alternative location)
Industry:
Financial Services / Investment Management
Work Hours:
Mon-Fri, 9 AM-5 PM AEST / 4:30 AM-1:30 PM IST
About The Role
We’re seeking a
dynamic Sales & Marketing Manager
to drive integrated sales and marketing strategies for our
Investment Platform business
. This role is the linchpin between our marketing agency, Business Development Manager (BDM), and clients—orchestrating lead generation, advisor engagement, and brand growth.
Ideal Candidate Profile
✔
Hybrid skillset:
Equal parts sales strategist, marketing guru, and design-savvy creator.
✔
Financial fluency:
Comfortable explaining investment products to advisors and clients.
✔
Data-driven:
Optimizes campaigns and sales funnels using real-time metrics.
Key Responsibilities
2. Marketing Strategy & Execution
3. Advisor Engagement
4. Performance Analytics
Skills & Experience
- Inbound Sales & Client Conversion
- Own end-to-end inbound lead management—qualify, respond, and schedule demos.
- Conduct compelling product demonstrations for clients and financial advisors.
- Hand off high-potential leads to the BDM for closing.
- Guide the marketing agency on messaging, targeting, and campaign optimization.
- Develop sales collateral (brochures, flyers, presentations) using design tools.
- Maintain website content and UX, ensuring SEO and lead capture efficiency.
- Streamline advisor onboarding with training materials and webinars.
- Nurture advisor relationships through targeted LinkedIn/social campaigns.
- Track KPIs: Lead conversion rates, demo effectiveness, social engagement.
- Deliver monthly performance reports with actionable insights.
Must-Haves
✅ 3+ years in
sales + marketing integration
(financial services preferred).
✅ Proven ability to
manage inbound leads and conduct demos
.
✅
Graphic design proficiency
(Canva/Adobe Suite for flyers, social assets).
✅
Website management
(updating content, basic UX principles).
✅ Strong
CRM and analytics skills
(pipeline tracking, conversion optimization).
Nice-to-Haves
⭐ Degree in Marketing, Finance, or Design.
⭐ Experience with
financial product marketing (B2B/B2C)
.
⭐ Familiarity with
investment platforms/advisor ecosystems
.
Tools You’ll Use
- Design: Adobe Creative Suite, Canva
- Sales/Marketing: CRM (e.g., Salesforce), LinkedIn Campaign Manager, Google Analytics
- Collaboration: Microsoft 365, Zoom/Teams
Performance Metrics
Your Success Will Be Measured By
��
Lead Conversion Rate
(Inquiries → Qualified Leads)
��
Demo-to-Meeting Conversion
(Effectiveness of presentations)
��
Advisor Engagement Growth
(Onboarding completion, activity metrics)
��️
Brand Consistency
(Quality of design assets, website updates)
��
Digital Reach
(Social media growth, content engagement)
What We Offer
- Health Insurance: We provide medical coverage up to 20 lakh per annum, which covers you, your spouse, and a set of parents. This is available after one month of successful engagement.
- Professional Development: You'll have access to a monthly upskill allowance of ₹5000 for continued education and certifications to support your career growth.
- Leave Policy: Vacation Leave (VL): 10 days per year, available after probation. You can carry over or encash up to 5 unused days.
- Casual Leave (CL): 8 days per year for personal needs or emergencies, available from day one.
- Sick Leave: 12 days per year, available after probation.
- Flexible Work Hours or Remote Work Opportunities - Depending on the role and project.
- Outsourced Benefits such as Paternity Leave, Maternity Leave, etc.
