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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. 8–14 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

(Moderate)

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 through direct customer engagement.

Sell third-party products (TPP) and generate revenue via high-value customer interactions.

Experience Required: Prior experience in portfolio management (specific years not mentioned).

Domain Experience: Managing HNIs and retail loan products sales.

Skills: Strong coordination skills and customer-centric approach.

Work Experience Required: Not explicitly mentioned in the JD.

Experienced in managing high value or HNI customer portfolios with revenue generation focus.

Proficient in portfolio management and relationship acquisition in retail banking.

Capable of driving CASA growth and cross-selling third-party financial products.