IMPERIA RM-NRI

HDFC Bank Limited; Dadri; On-site; INR 600,000 - 900,000; Full time

Job summary

HDFC Bank Limited is seeking a Sales IC for the NRI Imperia segment. The role focuses on building relationships with NRI Imperia customers, meeting income targets, and managing up to 300 clients. You will engage customers quarterly, resolve issues, and identify cross-sell opportunities.

Strong certifications and banking product knowledge are preferred. The position reports to the NR VRM-TEAM LEADER and is Pan India in scope, with no direct reports.

Qualifications

• Graduation is required.
• Post-Graduation is preferred.
• Certifications like AMFI/IRDA/NCFM/CAIIB and NR modules are beneficial.

Responsibilities

• Manage up to 300 NRI Imperia customers.
• Engage portfolio customers every two months and record in CRM.
• Resolve service issues and identify sales opportunities.
• Profile customers and recommend suitable products.
• Achieve monthly and yearly revenue targets.
• Enhance portfolio value and book size.
• Cross-sell bank products and increase market share.
• Acquire new customers and flag them in system.
• Monitor remittances and ensure timely processing.
• Update CRM with call details and follow-ups.
• Follow NR Desk processes and ensure timely instruction processing.
• Maintain a healthy NPS score and deliver quality service.

Skills

AMFI Certification

IRDA Certification

NCFM Certification

CAIIB

Internal NR Modules Certification

Sales and influencing skills

Banking product knowledge

NRI product knowledge

Planning and organizing skills

Communication skills

Knowledge of competition and financial

Education

Graduation

Post-Graduation

Job description

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 Impera 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 new 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