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Job Description

Company Description Swyom Advisors Limited is a SEBI-registered Alternative Investment Fund (AIF – Swyom India Alpha Fund) manager and Portfolio Management Service (PMS – Swyom India Opportunities Fund) provider. The firm combines deep investment knowledge with a strong focus on excellence and client service. Swyom Advisors is uniquely positioned to address the complex and evolving needs of individual and institutional investors. Team members collaborate closely with clients to deliver disciplined, research-driven investment solutions. The organization values integrity, analytical rigor, and long-term relationships.

Role Description The Sales Manager is a full-time, on-site role based in Mumbai. This position is responsible for identifying and developing new business (both B2B & B2B) opportunities for the firm's AIF offerings, including prospecting, lead generation, and relationship-building. The role also involves participating in marketing campaigns, investor events, and networking activities to enhance brand visibility and drive asset growth.

Qualifications

  • Strong sales and business development skills, including prospecting, lead qualification, and closing client relationships.
  • Solid client relationship management and communication abilities, with a focus on presenting complex investment concepts clearly and professionally.
  • Knowledge of financial markets, investment products, and SEBI-regulated vehicles such as AIFs and PMS.
  • Analytical and problem-solving skills for understanding client needs, interpreting market trends, and aligning solutions with investment objectives.
  • Organizational and time-management skills to handle multiple accounts, follow up consistently, and meet sales targets.
  • Bachelor's degree in finance, business, economics, or a related field; a postgraduate degree or relevant certifications (e.g., NISM) are an advantage.
  • Experience in wealth management, asset management, or financial services sales, preferably with exposure to high-net-worth and institutional clients.
  • Comfort working in an on-site, collaborative environment in Mumbai, with high ethical standards and adherence to regulatory guidelines.

More Info

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Industry:
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Key Skills

Problem-solving skills

SEBI-regulated vehicles

Knowledge of financial markets

Time-management skills

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