Virtual Relationship Manager

Job Description IC Direct Advisor Digital Wealth Acquisition Model — IC Direct Business Unit Business Unit IC Direct Pod Placement Investments, Protection, or Planning (assigned at hiring) ROLE PURPOSE Own a digital-first client pipeline end-to-end — from lead, to onboarding, to product deepening — within an assigned pod. This is an outbound, target-driven role built for high-velocity client acquisition, not an inbound advisory desk. KEY RESPONSIBILITIES - Pipeline ownership. Work a defined lead pipeline through proactive digital and outbound engagement — calls, digital touchpoints, and structured follow-up against SLA turnaround times. - Client onboarding. Take a client from first contact through account opening entirely through digital, document-based onboarding. - Product deepening. Introduce a second product within the pod's defined engagement window (typically 90-180 days), guided by CRM engagement scoring rather than guesswork. - CRM discipline. Log, track, and action every lead in CRM with no gaps — pipeline hygiene is treated as a core deliverable, not admin overhead. - Planning hand-off. Identify clients showing planning-readiness signals — age, AUM, expressed intent — and route them to the Planning Pod, either as an early hand-off or a later graduation as engagement deepens. - Target ownership. Carry and deliver the monthly target attached to the assigned pod, with performance individually tracked and individually owned. CANDIDATE PROFILE Strong product and advisory grounding, comfort operating without a supporting advisory desk, and the resilience to work an outbound, target-driven pipeline daily. Prior experience in MF/SIP, health & life insurance, or retirement planning advisory is preferred depending on pod placement — but pace and ownership matter more than a specific product background. Qualifications: - Graduate/Postgraduate in Finance/Economics/Commerce. - Financial certifications preferred: CFP/NISM/IRDA. - Strong product knowledge across investment and insurance solutions.