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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 the CASA (Current Account Savings Account) portfolio targeting high-value customers.

Sell third-party products (TPP) and generate revenue through engagement with high net worth clients.

Experience in portfolio management or related sales roles involving HNIs.

Work Experience Required: Not explicitly mentioned in the JD.

Skills in customer relationship management and coordination.

Must have experience with retail loan products and CASA account acquisition.

Experienced in managing and growing portfolios with High Net-Worth Individuals.

Strong coordination skills with a focus on customer-centric sales approaches.

Proven track record in cross-selling financial products and generating revenue from high-value customer segments.