Job Title:

NRI-Imperia VRM

Job Details:

Business Unit: Virtual NRI

Team: Virtual NRI

Reports to: NR VRM-TEAM LEADER

Location of role: Pan India

Job Fn: Sales

Role Type: IC

No of direct reportees: Nil

Travel Required: No

Job Band Range: E4 – D1

JD Created date: 1st July 25

JD Updated date: 1st July 25

Version No: 1.0

Job Purpose:

Build, manage relationships with NRI Imperia customers; achieve income targets

Job Responsibilities:

Manage up to 300 NRI Imperia customers

Engage portfolio customers every two months; record in CRM

Resolve service issues; identify sales opportunities

Profile customers; recommend suitable products

Achieve MTD and YTD revenue targets

Enhance portfolio value and book size

Achieve top-line targets for products like LI, MF

Acquire recent customers; flag them in system

Monitor and dispose remittances

Contact 20 unique customers daily for sales

Update CRM with call details and follow-ups

Update Event Based Triggers and client processes

Handle service requests for NR HNW clients

Ensure TPP product selling certification

Follow all NR Desk processes

Check FTS for timely instruction processing

Increase market share; cross-sell bank products

Ensure optimal Income generating Product Group Holding

Enhance client CTG level; achieve customer group profitability

Deliver quality customer service; resolve queries same day

Manage complaints within specified TAT

Maintain a healthy NPS score

Educational Qualifications:

Graduation

Post-Graduation

Key Skills:

AMFI Certification

IRDA Certification

NCFM Certification (optional)

CAIIB (optional)





Internal NR Modules Certification

Sales and influencing skills

Banking product and process knowledge

NRI product and regulatory knowledge

Planning and organizing skills

Communication skills

Knowledge of competition and financial trends

Experience Required:

Minimum 2 years experience

Banking exposure preferable

Major Stakeholders:

Customers

Branch Banking Team

CPU

NR Product Team

Treasury

Insurance channel partners

MF Fund houses personnel

HSL personnel

PBG RM’s

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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📌 IMPERIA RM-NRI (India)
🏢 HDFC Bank
📍 India