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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. 8–15 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) for retail loan products.

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

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

Experience in portfolio management required.

Work Experience Required: Not explicitly mentioned in the JD.

Mandatory skills: customer relationship management, coordination skills.

Must be familiar with retail loan products and CASA banking products.

Experienced in managing HNI client relationships with a focus on portfolio growth.

Proven ability to cross-sell financial products to premium customers.

Strategic in building and maintaining a revenue-generating CASA book.