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Protocol Intelligence

Data-driven signals on your job's competitiveness

CV Match Score

Estimated fit based on your resume

Structured overview of role & requirements

officeDirect Career PageEst. 12–20 LPA

Posted 1d ago

Data-driven signals on your job's competitiveness

Competition Intensity

(Moderate)

Tier-1 brand and common sales title increase applicant density, but HNI/CASA specialization moderates competition.

Background Fit Sensitivity

(High)

Role demands HNI banking and CASA expertise, making background highly industry-specific.

Shortlisting Strictness

(Moderate)

Requires portfolio management and HNI-sales experience, so moderate shortlisting strictness.

Estimated fit based on your resume

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Structured overview of role & requirements

Acquire and manage relationships with High Net-Worth Individuals (HNIs) specifically for retail loan products.

Build and grow a strong CASA (Current Account Savings Account) portfolio.

Sell third-party products (TPP) and generate revenue through engaging high-value customers.

Experience in portfolio management is mandatory.

Work Experience Required: Not explicitly mentioned in the JD.

Must have skills in customer relationship acquisition and management.

Not explicitly mentioned: specific degree requirements, notice period, or strict location mandates.

Experienced in handling and growing CASA portfolios with HNIs.

Proven track record in selling financial products, especially third-party products.

Strong coordination skills and a customer-centric operational approach.