Senior Manager – Institutional
1 day ago
About Wright ResearchWright Research is aquantitative investment advisory and PMS firmmanaging over₹1,000 crore in AUM . We blendcutting-edge quantitative modelswithbehavioural finance insightsto create high-performance, data-driven portfolios for investors across the wealth spectrum.Role OverviewWe are looking for a dynamic and well-connectedB2B Sales Managerwho will drive institutional and intermediary partnerships for our PMS, AIF, and quantitative investment strategies. The ideal candidate bringsa proven track record of exceeding AUM/revenue targets , astrong 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 ofconsultative, solution-based sales in capital markets .Key ResponsibilitiesA. Business Development & Growth Drive AUM growth through strategic partnerships withdistributors, 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 lifecyclefrom 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 atrusted advisorto channel partners and institutional clients. Conductproduct presentations, investment discussions, and performance reviewsto 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 overallsales 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 withSEBI and regulatory standards . Represent Wright Research atindustry forums, conferences, and partner events , showcasing our thought leadership and quantitative investing edge.What We’re Looking For5+ yearsof experience inB2B financial product sales(PMS, AIF, Mutual Funds, or Investment Advisory). Proven success in drivingAUM/revenue growththrough institutional and distributor networks. Strong existing networkwithin the IFA, RIA, and wealth management ecosystem. Excellent communication, presentation, and negotiation skills with the ability to engage senior stakeholders. Deep understanding ofcapital markets, portfolio management, and investment products. Educational background:MBA (Finance/Marketing), CFA, CA, CFP, or equivalent certificationspreferred. NISM certifications are mandatory .What We OfferBase Salary:₹20–30 LPA (depending on experience and network strength) Performance-based incentives, ESOPs, and additional benefits Opportunity to work directly with theleadership team and the CEOin a high-visibility, high-impact role. A chance to shape the growth story of one of India’s most excitingquant-driven PMS firms .How to ApplyInterested 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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