Job Description
- POSITION DESCRIPTION
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
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
Qualifications
- Graduate/Postgraduate in any discipline (MBA preferred)
- 5-8 years of experience in banking sales, with 3+ years in NRI
- Experience in handling branch relationships is an added advantage
- Certifications in NR banking, forex, remittance, or compliance are preferred.
- 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.
- Sales oriented mindset with customer first approach
- Detail and Quality Orientation
- Problem-solving ability
- Customer Service Orientation
- Ability to train, motivate and guide branch staff
- Managing Relationships
- Collaborating
- Driving Execution
- High degree of integrity and compliance orientation
- KEY INTERACTIONS
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
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
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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