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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

Direct Career PageEst. 8–16 LPA

Posted 1d ago

Against your primary resume

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Role Fit

Experience

Industry Relevance

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Data-driven signals on your job's competitiveness

Competition Intensity

(Moderate)

Background Fit Sensitivity

(High)

Shortlisting Strictness

(Moderate)

Structured overview of role & requirements

Acquire and maintain relationships with High Net-Worth Individuals (HNIs) focusing on retail loan products.

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

Generate revenue by selling third-party products and managing a high-value customer portfolio.

Experience Required: Prior experience in portfolio management, specifically handling HNIs.

Expertise in retail loan products and CASA accounts.

Skills in coordination and customer relationship management.

Work Experience Required: Not explicitly mentioned in the JD.

Experienced in managing portfolios of High Net-Worth Individuals with focus on loan and deposit products.

Ability to coordinate effectively between clients and internal teams to drive revenue.

Demonstrates a customer-centric approach with strong relationship-building capabilities.