Job Title

Personal Banker - NRI Business

Business Unit

NRI Business

Reporting To

Regional Head / PB Head

Job Function and Role Type

Sales, Individual Contributor

Version No

2.0

Job Purpose

Build and manage relationships with Classic program clients to ensure customer acquisition, retention, and income generation through sales of Assets, Liability, and Cash Management products.

Key Responsibilities

HNW Portfolio Management

Identify and upgrade branch customers meeting Classic program criteria; Acquire current customers meeting product criteria and flag them on the system; Enhance portfolio value and achieve revenue and top-line targets for products like LI, MF, CASA, FX, and Quickremit; Interact regularly with customers to build relationships and understand profiles; Product Group Holding (IPGH) Is Reached; Ensure optimal income-generating product group holding; Enhance client CTG levels and ensure customer satisfaction.

Product Group Holding (IPGH) is reached.

Group profitability is achieved

Deliver quality customer service by resolving queries and complaints within the same day; Inform customers of regulatory or process changes and update them on program features; Ensure all complaints are resolved within the bank-specified TAT.

Education:

Graduation required; Post-graduation preferred.

Certifications:

NRI Product and Regulatory Knowledge, AMFI Certification, IRDA Certification.

Key Competencies





Sales and influencing skills, banking product and process knowledge, planning and organizing skills, communication, knowledge of competition and financial trends.

Major Stakeholders

Customers, Branch Banking Team, Operations, NR Product Team, Treasury, HLIC, Insurance CAM, MF Fund Houses, HSL.

About HDFC Bank

HDFC Bank is one of India’s leading private banks. The Housing Development Finance Corporation Limited or HDFC Ltd was among the first financial institutions in India to receive an “in principle” approval from the Reserve Bank of India (RBI) to set up a bank in the private sector. This was done as part of RBI’s policy for liberalization of the Indian banking industry in 1994. HDFC Bank was incorporated in August 1994 in the name of HDFC Bank Limited, with its registered office in Mumbai, India. The bank commenced operations as a Scheduled Commercial Bank in January 1995. As of March 31, 2026, the Bank’s distribution network was at 9,689 branches and 21,172 ATMs across 4,175 cities / towns as against 9,455 branches and 21,139 ATMs across 4,150 cities / towns as of March 31, 2025. 50% of the branches are in semi-urban and rural areas. In addition, the Bank has 14,400 business correspondents, which are primarily manned by Common Service Centres (CSC). The Bank’s international operations comprise five branch

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📌 PERSONAL BANKER-NRI (India)
🏢 HDFC Bank
📍 India