Senior Manager-Institutional & Channel Sales

Senior Manager-Institutional & Channel Sales

Experience:

Salary :

Preferred Notice Period

Shift

Opportunity Type:

Placement Type:

(*Note: This is a requirement for one of Uplers' Clients)

Must have skills required :

5+ years of experience in B2B financial product sales, PMS, AIF,wealth management ecosystem, Mutual Funds, NISM certifications are mandatory, andor Investment Advisory, Proven success in driving AUM/revenue growth through institutional, distributor networks, RIA, Strong existing network within the IFA

Wright Research (One of Uplers' Clients) is Looking for:

Senior Manager-Institutional & Channel Sales who is passionate about their work, eager to learn and grow, and who is committed to delivering exceptional results. If you are a team player, with a positive attitude and a desire to make a difference, then we want to hear from you.

Role Overview Description

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

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.

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 Researchs products effectively.

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.

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.

How to apply for this opportunity:

Easy 3-Step Process:

2. Upload updated Resume & Complete the Screening Form

3. Increase your chances to get shortlisted & meet the client for the Interview!

About Our Client:

Wright Research (www.wrightresearch.in) is an investment advisory and portfolio management firm that uses quantitative research and machine learning to create equity investment portfolios with the aim to generate consistent profit in all markets.

Their portfolios have delivered excellent returns since inception, ranked among the best performing advisors and PMSs.

Wright Research caters to thousands of customers, who are having a great experience with Wright due to the exemplary performance and culture of trust.

About Uplers:

Uplers is the #1 hiring platform for SaaS companies, designed to help you hire top product and engineering talent quickly and efficiently. Our end-to-end AI-powered platform combines artificial intelligence with human expertise to connect you with the best engineering talent from India.

With over 1M deeply vetted professionals, Uplers streamlines the hiring process, reducing lengthy screening times and ensuring you find the perfect fit. Companies like GitLab, Twilio, TripAdvisor, and AirBnB trust Uplers to scale their tech and digital teams effectively and cost-efficiently.

Role & responsibilities

Preferred candidate profile