IMPERIA RM-NRI
Hdfc Bank · Noida · onsite · Posted 31d ago
About a minute. You'll make an account on the way through.
About this role
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 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
Required Skills
Sourced from naukri
Skills
About HDFC Bank
Hdfc Bank
Banking
214.5k+
employees
1994
32 years old
Mumbai, Maharashtra
India
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