Job Summary

The Senior Manager - Institutional Channel Sales is responsible for driving large-scale B2B distribution and AUM growth for Wright Research s PMS, AIF, and quantitative investment strategies. This role focuses on building and scaling institutional and intermediary partnerships across IFAs, RIAs, MFDs, family offices, and wealth management firms. The position combines relationship-led sales, consultative solutioning, and strategic market development, requiring a strong understanding of capital markets, portfolio products, and distributor economics. The role carries direct revenue responsibility and plays a key part in shaping the firm s long-term distribution and growth strategy.

Responsibilities

- Own the end-to-end institutional and channel sales lifecycle, from identifying and onboarding current distribution partners to pitching products, closing mandates, and managing long-term relationships.

- Act as a trusted advisor to distributors and institutional clients, conducting product presentations, investment discussions, and performance reviews to drive retention and wallet share.

- Collaborate closely with leadership, research, product, and marketing teams to align sales efforts with firm-wide initiatives, while tracking pipelines, sales metrics, and market feedback to refine go-to-market strategy.

- Represent Wright Research at industry forums,



conferences, and partner events, ensuring all client interactions remain fully compliant with SEBI regulations and aligned with the firm s brand and thought leadership positioning.

Qualifications

- The ideal candidate brings 5+ years of experience in B2B sales of financial products such as PMS, AIFs, mutual funds, or investment advisory solutions, with a proven track record of driving AUM and revenue growth through institutional and distributor networks.

- A strong, existing network across IFAs, RIAs, wealth managers, and family offices is essential.

- The role requires excellent communication, presentation, and negotiation skills, along with a deep understanding of capital markets and portfolio construction.

- An educational background such as MBA (Finance/Marketing), CFA, CA, CFP, or equivalent is preferred, and relevant NISM certifications are mandatory.

- High ownership, credibility with senior stakeholders, and the ability to operate in a high-performance, target-driven environment are critical for success.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Senior Manager - Institutional & Channel Sales (Mumbai)
🏢 Wright Research
📍 Mumbai