Wright Research is one of India's leading AI-powered quantitative investment firms. We are a SEBI-registered Portfolio Management Services (PMS) provider and Investment Adviser (IA), managing over ₹1,000 crore in AUM for HNI, UHNI, and institutional clients. Headquartered in BKC, Mumbai, we are a lean, high-conviction team building India's most rigorous quant investment platform.

Every hire here has real ownership: your work runs on live capital and shapes how the firm grows.

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THE ROLE Own the data, systems, and analysis behind how Wright Research reaches and serves its distribution partners and clients: the CRM, the campaigns, the funnel numbers, and the client-facing decks. You will report directly to the founder and work alongside the sales, marketing, and research teams.

Roughly 40% data and CRM ownership | 30% campaign execution and measurement | 30% research and deck production.

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KEY RESPONSIBILITIES Salesforce Ownership and Data Quality

Serve as day-to-day owner of Salesforce Lightning: leads, contacts, accounts, opportunities, and activity records

Run a standing data-hygiene process: deduplication, field standardisation, validation rules, mandatory-field enforcement, and clear naming conventions

Maintain and enrich the B2B partner database: contact profiling, firm-level attributes, segmentation tags, activity recency, empanelment status

Build and maintain dashboards and reports for pipeline, partner activation, and campaign performance

Work with engineering on record-triggered flows, field mappings, and integrations; write the documentation for how the CRM is meant to be used, and hold the team to it WhatsApp and Email Campaigns

Execute campaigns end to end: pull the segment from Salesforce, build the list, write or edit copy with marketing, schedule, and send

Manage deliverability hygiene: suppression lists, bounce handling, opt-outs, send-frequency rules, and template compliance for WhatsApp Business

Measure every send: delivery, open, click, reply, and downstream conversion, cut by segment





Run structured A/B tests on subject lines, send timing, and offer framing; one variable at a time, with documented results

Write campaign outcomes back into Salesforce so partner records reflect actual engagement history Business Research and Funnel Analytics

Build and maintain the end-to-end funnel view: first touch to qualified lead to meeting to empanelment to first transaction to repeat business; identify where volume is lost and quantify it

Analyse partner engagement: who is empanelled versus who is actually transacting, and what distinguishes the two groups

Segment-level analysis on client and prospect cohorts: source, size, product fit, retention

Competitive and market research across PMS, smallcase, and wealth-distribution players: positioning, pricing, fee structures, product shelves

Produce a monthly analysis pack for leadership with findings and a recommendation, not just charts Standardised Client-Facing Decks

Own the template library for pitch decks, performance reports, and monthly research collateral going to wealth managers, distributors, and family offices

Build and maintain a single source of truth for recurring figures: performance, exposures, product terms, and disclosures, so no two documents ever disagree

Turn recurring deck production into a documented, repeatable process with a review checklist and version control

Ensure every client-facing document meets SEBI disclosure and compliance requirements before it goes out

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YOUR FIRST 90 DAYS Days 1-30: Learn the products, the partner base, and the current CRM state. Deliver a data-quality audit of Salesforce with a prioritised fix list.

Days 31-60: Execute your first campaigns end to end. Ship the pipeline and partner-activation dashboards.

Days 61-90: Deliver the first full funnel analysis,



and take ownership of the client-facing deck template system.

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WHAT WE ARE LOOKING FOR Mandatory

MBA with 1-2 years of experience in CRM or marketing operations, growth or business analytics, consulting, BD support, or fintech or wealth-tech operations

Advanced Excel: pivots, lookups, and clean model structure; SQL comfort is a strong advantage; Python is a bonus, not a filter

Hands-on Salesforce exposure: reports, dashboards, list views, and data imports; admin-level familiarity or certification is a plus

Demonstrated care about data accuracy; when two reports disagree, you find out why

Strong writing and deck craft: a CIO and a distributor should both be able to follow your slide

Genuine interest in markets and systematic investing; you do not need to know factor models on day one, but you should want to by week three Preferred

Experience with WhatsApp Business API or marketing automation tools such as Salesforce Marketing Cloud or Webengage

BI tooling: Tableau, Power BI, or Looker Studio

Prior exposure to PMS, AIF, mutual fund, or smallcase distribution

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WHAT WE OFFER Direct access to the founding team and visibility across investments, distribution, and product

Real ownership: the systems you build become how the business runs, not a deliverable that gets archived A front-row seat at a SEBI-registered quant asset manager, at the stage where your work compounds

Competitive compensation and a quick track to broader scope

Opportunity to grow into a leadership role as the distribution function scales

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HOW TO APPLY Send your CV to [email protected]

CC: [email protected] Subject: Application: Business Analyst: Distribution and Growth: [Your Name] We review applications on a rolling basis and respond to every application we receive.

Wright Research is an equal opportunity employer. We evaluate candidates on merit.

📌 Business Analyst: Distribution and Growth (Mumbai)
🏢 Wright Research
📍 Mumbai