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. 10–20 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

(High)

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.

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

Experience in portfolio management related to HNI clients or retail loans is required.

Strong coordination and customer-centric skills required.

Work Experience Required: Not explicitly mentioned in the JD.

Notice Period: Not explicitly mentioned in the JD.

Experienced in handling and growing portfolios of High Net-Worth Individuals in banking or financial services.

Demonstrates ability to coordinate complex client interactions and sales processes.

Prior experience in selling retail loan products and cross-selling third-party financial products.