IMPERIA RM-NRI

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

JobFn: Sales

Role Type: IC

No of directreportees: 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 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 2years 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