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tailwind financial services

Core Team - Retail Wealth

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  • Posted 5 hours ago
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Job Description

About the Opportunity

Tailwind is launching a retail mutual fund distribution vertical targeting long-term, goal-based SIP investments for the 25-50 years age bracket retail / mass affluent segment in Mumbai. As a core team member, you are - equal parts closer, recruiter, trainer, and strategist. You will personally be involved in sales in the early months, be part of hiring and training of RM cohorts, building the event-led acquisition playbook, and scale the team to achieve a defined SIP book target.

Required Experience

  • Above 3 years in mutual fund distribution, wealth advisory, insurance sales leadership, or bank RM management (however, we are looking for driven individuals and flexible on this criteria)
  • Comfort with event-based and seminar-based selling (not just 1:1 or digital leads)
  • NISM Series V-A certified (or willing to clear within 30 days of joining)
  • High energy, high ownership - this is a startup-within-a-company role
  • Experience in hiring and managing a team is desired

Preferred

  • Understanding of mutual fund investments along with key terminology
  • Experience with community engagement events
  • Strong network in Mumbai

What We Offer

Core team role – be an integral part of the journey from scratch alongside direct founder access, flat structure, fast decisions.

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Job ID: 147488033