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 Solid 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.

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