Sales and Marketing Executive

Sales Manager

Job Description

Location: Vaishali Nagar, Jaipur

About the

Company

NSTH, a business associate of Motilal Oswal Financial Services Ltd., is a growing financial services firm dedicated to empowering clients with smart investment solutions. Our offerings include Private Equity, Derivatives, Mutual Funds, US Equity, Bonds, Fixed Deposits, IPOs, and Insurance. With trust and performance at our core, we help clients achieve their financial goals while building lasting relationships.

Job Brief

The Sales Manager will be responsible for driving new client acquisition by generating fresh leads and opening new Demat accounts. The role involves developing and executing marketing and business development strategies to expand the company's reach, and building strong, trust-based local networks to sustain a consistent, high-quality lead pipeline.

Key

Responsibilities

•     Lead Generation – generating new leads and acquiring new clients for the company's range of financial products, converting leads into new Demat account openings.

•     Referral Network Development – identifying, onboarding, and managing referral associates to create a steady stream of qualified leads.

•     Field Marketing – setting up and managing booth/QR code activations at high-footfall locations to capture walk-in leads.

•     Cold Calling & Social Media Outreach – reaching out to prospective clients through telecalling and social media to generate interest and schedule meetings.

•     Market Field Visits – conducting on-ground visits to markets, business hubs, and residential areas to identify and engage prospects.

•     Client Meetings – meeting prospective clients, explaining products and services in simple terms, and converting leads into new accounts.

•     Business Strategy Development – designing and executing marketing campaigns, awareness programs, and outreach strategies to maximize lead generation and account openings.

•     Market Research – analyzing local market trends, competitor activity, and product innovations to continuously refine lead-generation strategies.

•     CRM & Reporting – maintaining accurate client records and sales reports through CRM systems.

•     Cross-Team Collaboration – coordinating with the advisory team for smooth client onboarding and servicing.

•     Working in a result-oriented manner to consistently achieve assigned monthly and quarterly targets for new Demat account acquisition.

Performance

Goals & Expectations

•     Achieving monthly targets for new Demat account openings.

•     Growing and actively managing the referral associate network.

•     Generating leads through booth and QR code activations at strategic locations.

•     Generating leads through consistent cold calling.

•     Generating leads through market field visits and in-person meetings.

•     Maintaining a healthy lead-to-account conversion ratio.

•     Tracking and reporting lead-generation activity and outcomes on a regular basis.

Mandatory

Practices

The Sales Manager will be required to:

•     Attend morning meetings.

•     Read daily research notes.

•     Attend company training programs.

•     Appear for daily and weekly assessments, and monthly viva evaluations.

•     Consistently follow all processes and procedures laid down by the company.

Qualifications

& Skills Required

•     Graduate in any discipline; a background in Commerce, Finance, or Business Administration is preferred.

•     Prior experience in sales, marketing, or business development is preferred, ideally within BFSI or financial services; candidates with strong communication and networking skills will also be considered.

•     Strong communication, persuasion, and negotiation skills.

•     Highly goal-driven, self-motivated, and customer-focused.

•     Basic knowledge of stock markets and investment products (training will be provided).

•     Comfortable with fieldwork, client meetings, and relationship management.

•     Working proficiency in MS Excel and other basic reporting and tracking tools.

What We Offer

•     Competitive salary plus lucrative incentives for high performers.

•     Comprehensive training and continuous career growth opportunities.

•     A collaborative, supportive, and performance-driven work culture.

•     A rewarding, long-term career path in the fast-growing financial services sector.

Location

Preference

This role is based in Vaishali Nagar, Jaipur. Candidates residing in or near Vaishali Nagar, Jaipur will be preferred for ease of commute and faster onboarding.

Employment

Terms

Probation Period: 3 months from the date of joining.

Compensation: Negotiable, based on relevant experience and skill set.

Service Commitment: Candidates are expected to commit to a minimum tenure of 2 years with the organization.