Job Description

  • 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.
  • Good 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

Job Details

Role Level: Not Applicable Work Type: Full-Time
Country: India City: Gandhinagar ,Gujarat
Company Website: https://www.ujjivansfb.in Job Function: Project Management
Company Industry/
Sector:
Other

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About the Company

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Job Snapshot

Work TypeFull-Time
Role LevelNot Applicable
Job FunctionProject Management
CityGandhinagar
IndustryOther
Posted07 Nov 2026
Job ID2611-38489-1232
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