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Senior Manager – Institutional & Channel Sales
Wright Researchbhopal, madhya pradesh, in1 day ago
Job descriptionServe 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. 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. 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. 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 . 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 .
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
C. Strategy & Market Intelligence
D. Compliance & Brand Representation
What We’re Looking For
What We Offer
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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Channel Sales Manager • bhopal, madhya pradesh, in
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