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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. 12–20 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

(High)

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 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 or related field is required.

Must have skills in customer relationship handling and coordination.

Domain expertise in retail loan products and CASA portfolio management is mandatory.

Work Experience Required: Not explicitly mentioned in the JD.

Experienced in managing HNI client relationships with focus on retail loans and CASA growth.

Proficient in coordinating across teams to enhance customer acquisition and retention.

Able to drive revenue through strategic engagement and cross-selling of financial products.