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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. 6–14 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

(High)

Background Fit Sensitivity

(High)

Shortlisting Strictness

(Moderate)

Structured overview of role & requirements

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

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

Sell third-party products (TPP) and generate revenue through high-value customer engagement.

Experience in portfolio management relevant to HNI clients.

Work Experience Required: Not explicitly mentioned in the JD.

Strong coordination skills mandatory.

Customer-centric approach mandatory.

Experienced in managing HNI client portfolios with a focus on retail loans and deposits.

Demonstrates ability to expand CASA book and cross-sell third-party products effectively.

Capable of driving revenue growth through strategic client engagement and relationship management.