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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. 6–12 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 for retail loan products.

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

Sell third-party products and generate revenue through high-value customer engagement.

Experience in portfolio management or similar role.

Knowledge of retail loan products and CASA accounts.

Work Experience Required: Prior relevant experience implied but not explicitly quantified.

Notice Period: Not explicitly mentioned in the JD.

Experienced in handling High Net-Worth Individual customer relationships and sales.

Skilled in cross-selling financial products including third-party offerings.

Capable of coordinating multiple stakeholders and managing customer portfolios effectively.