Back

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. 12–22 LPA

Posted 1d ago

Against your primary resume

Create a free account or log in to unlock your CV match score across:

Role Fit

Experience

Industry Relevance

get started

Data-driven signals on your job's competitiveness

Competition Intensity

(Moderate)

Background Fit Sensitivity

(Moderate)

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 drive revenue from high-value customer engagement.

Experience Required: Prior experience in portfolio management.

Domain Requirement: Experience in managing HNI customer relationships for retail loan products.

Location: Lonavala (implied from job title).

Must have coordination skills and a customer-centric approach (implied as material for success).

Experienced in managing HNI portfolios with demonstrated success in CASA book building.

Skilled in cross-selling third-party financial products to high net-worth clients.

Capable of handling high-value customer relationships with strong coordination and client management skills.