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 current 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

📌 Imperia Rm-Nri (Noida)
🏢 HDFC Bank
📍 Noida