Senior Manager – Institutional & Channel Sales

About Wright Research

quantitative investment advisory and PMS firm

Role Overview

B2B Sales Manager

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

hr@wrightresearch.in

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