- POSITION DESCRIPTION

JOB TITLE Performance Support Manager-NR

GRADE : SM

DEPARTMENT

Retail Liabilities &

- TASC

LOCATION : BRANCH

SUB-DEPARTMENT

Branch Banking

TYPE OF POSITION : Full-time

REPORTS TO

Regional Head-NR

REPORTING INTO

N/A

- ROLE PURPOSE &
- OBJECTIVE

- The NR Performance Support Manager (NR PSM) is responsible for driving the acquisition and activation of Non-Resident Indian (NRI) relationships through mapped branches. The role involves working closely with branch staff to promote NRI banking products and ensure high-quality service delivery and business conversions.
- This position involves working closely with mapped branches, product team, and all other stakeholders to enhance the NR product portfolio, ensure seamless customer service, and optimize business performance.
- Will be responsible for achieving the business targets of NR segment at respective regions assigned.
- Monitoring deposit movement, inflow-outflow trends, and remittance volumes, ensuring portfolio stability and growth.
- Monitor process adherence for NR account opening, remittances, and forex transactions ensuring seamless execution in mapped branches.
- To have discussions with the Branch Managers and Leadership Team in order to drive the product in their respective locations.
- SIZE OF THE ROLE

FINANCIAL SIZE NON-FINANCIAL SIZE

- Entire NR portfolio for the region – 50 Crs
- Customer size: 150
- TPP income: 0.25cr per year
- Forex Fee income: 10 Lacs per year
- Other income such as MF etc: 5 Lacs per year
- Interact & collaborate with various stakeholders of the region.
- Cross sell TPP, MF, INS etc. which helps in value build up.
- Ensure product mix for sale of high value variants & quality of acquisition.




- KEY DUTIES & RESPONSIBILITIES OF THE ROLE

- Business/ Financials
- Drive NRI business across mapped region through branch team engagement
- Identify and convert NRI leads through various channels (branch, referral, personal network)
- Drive cross-sell of NRI-focused products (NRE/NRO accounts, Forex, TPP products)
- Customer (Both Internal &
- External)
- Conduct joint customer calls with branch teams for pitching NRI offerings
- Support branches as single point of contact for NRI business enablement
- Address escalations related to NRI services and ensure timely resolution
- Internal Process
- Ensure adherence to regulatory (RBI) and internal compliance norms for NRI accounts
- Guide branches in documentation, KYC, and onboarding processes
- Track NRI leads, conversions, and activation status
- Provide MIS, feedback, and action plans to regional/central teams
- Innovation &
- Learning
- Conduct training sessions for branch staff on NRI products and customer engagement
- Collaborate with internal teams (product, compliance, service) to improve customer experience
- MINIMUM REQUIREMENTS OF KNOWLEDGE &

SKILLS

Educational

Qualifications

- Graduate/Postgraduate in any discipline (MBA preferred)

Experience Range (Years And Core Experience Type)

- 5-8 years of experience in banking sales, with 3+ years in NRI




- Experience in handling branch relationships is an added advantage

Certifications

- Certifications in NR banking, forex, remittance, or compliance are preferred.

Functional Skills

- Strong expertise in NR banking, forex, and remittances business.
- Proven ability to drive customer acquisition, cross-sell, and revenue growth in the NR segment.
- Positive understanding of operational standards.

Behavioral Skills

- Sales oriented mindset with customer first approach
- Detail and Quality Orientation
- Problem-solving ability
- Customer Service Orientation

Competencies

- Ability to train, motivate and guide branch staff
- Managing Relationships
- Collaborating
- Driving Execution
- High degree of integrity and compliance orientation
- KEY INTERACTIONS

INTERNAL

EXTERNAL

- Central Product Team
- Branch Banking Team &
- Leadership
- Compliance/Audit
- Central Liabilities Product Team &
- Leadership.
- NR/Resident Customers
- External Vendors facilitating NR Services
- New Customer Leads
- Assets Requirement Details

Desktop with i5 configuration

Laptop with i5 configuration

Laptop with i7 configuration

MS office Email EP2 + ATP + Mvision Email Kiosk + ATP + Mvision + Archival

Email on phone

VPN

MS Team

Mobile

Bio Metric + MDM

Yes

Yes

Yes

Yes

Yes

Yes

Yes

- Application Access Requirement Details

S.N.

Application Name

Access Required (Yes/No)

Type of Access/ Role

(Read/Write/ Maker/Checker/Authoriser)

Remarks (If Any)

1

CRM

Yes

Write

2

FInacle

Yes

Read

3

4

5

PREPARED BY: Liju Thomas

DATE: 10-06-2025

REVIEWED BY: Hitendra Jha

DATE: 10-06-2025

LAST UPDATED BY: TM Team

DATE: 11-06-2025

📌 NR - Performance Support Manager (Anand)
🏢 Ujjivan Small Finance Bank
📍 Anand