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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. 10–20 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 manage relationships with High Net-Worth Individuals (HNIs) focusing on retail loan products.

Build and expand a CASA (Current Account Savings Account) portfolio targeting high-value customers.

Generate revenue by cross-selling third-party products (TPP) and engaging top-tier clients effectively.

Experience with HNI portfolio management is required.

Work Experience Required: Not explicitly mentioned in the JD.

Mandatory skills: customer relationship management and coordination skills.

Not explicitly mentioned: specific degree, location constraints, or notice period.

Experienced in managing and growing high-value retail loan customer portfolios.

Skilled in multi-product sales including loan and third-party financial products.

Capable of strategic coordination and customer-centric relationship building in a financial sales environment.