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Senior Manager – Institutional & Channel Sales

Senior Manager – Institutional & Channel Sales

Wright ResearchIndia
2 days ago
Job description

About Wright Research

Wright Research is a quantitative investment advisory and PMS firm managing over ₹1,000 crore in AUM . We blend cutting-edge quantitative models with behavioural finance insights to create high-performance, data-driven portfolios for investors across the wealth spectrum.

Role Overview

We are looking for a dynamic and well-connected B2B Sales Manager who will drive institutional and intermediary partnerships for our PMS, AIF, and quantitative investment strategies. The ideal candidate brings a proven track record of exceeding AUM / revenue targets , a strong network across IFAs, RIAs, family offices, and wealth managers , and the ability to represent Wright Research with confidence, credibility, and vision.

This role is ideal for someone who thrives in high-performance environments, enjoys building long-term relationships, and understands the nuances of consultative, solution-based sales in capital markets .

Key Responsibilities

A. Business Development & Growth

  • Drive AUM growth through strategic partnerships with distributors, RIAs, IFAs, MFDs, family offices, and wealth management firms .
  • Identify, onboard, and nurture scalable B2B relationships to expand distribution reach across India.
  • Manage the entire sales lifecycle  from lead generation and pitching to deal closure and ongoing engagement.
  • Collaborate with internal teams to align sales efforts with marketing, research, and product initiatives.

B. Client Relationship Management

  • Serve as a trusted advisor to channel partners and institutional clients.
  • Conduct product presentations, investment discussions, and performance reviews to strengthen relationships and improve retention.
  • Maintain a deep understanding of client needs and market trends to position Wright Research’s products effectively.

    • C. Strategy & Market Intelligence

  • Contribute to overall sales and distribution strategy , pricing, and positioning.
  • Track pipeline, sales metrics, and performance data to drive business decisions.
  • Gather market intelligence and feedback to refine go-to-market strategy.

    • D. Compliance & Brand Representation

  • Ensure all sales and client interactions are fully compliant with SEBI and regulatory standards .
  • Represent Wright Research at industry forums, conferences, and partner events , showcasing our thought leadership and quantitative investing edge.

    • What We’re Looking For

  • 5+ years of experience in B2B financial product sales (PMS, AIF, Mutual Funds, or Investment Advisory).
  • Proven success in driving AUM / revenue growth through institutional and distributor networks.
  • Strong existing network within the IFA, RIA, and wealth management ecosystem.
  • Excellent communication, presentation, and negotiation skills with the ability to engage senior stakeholders.
  • Deep understanding of capital markets, portfolio management, and investment products.
  • Educational background : MBA (Finance / Marketing), CFA, CA, CFP, or equivalent certifications preferred.
  • NISM certifications are mandatory .

    • What We Offer

  • Base Salary : ₹20–30 LPA (depending on experience and network strength)
  • Performance-based incentives, ESOPs, and additional benefits
  • Opportunity to work directly with the leadership team and the CEO in a high-visibility, high-impact role.
  • A chance to shape the growth story of one of India’s most exciting quant-driven PMS firms .

    • How to Apply

    Interested candidates can send their CVs to :

    📩 siddhart@wrightresearch.in

    CC : hr@wrightresearch.in , shivam@wrightresearch.in , sonam@wrightresearch.in

    Subject Line : Application for Senior Manager – Institutional & Channel Sales

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