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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. 8–16 LPA

Posted 2d 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

(High)

Background Fit Sensitivity

(High)

Shortlisting Strictness

(Moderate)

Structured overview of role & requirements

Acquire and manage relationships with High Net-Worth Individuals (HNIs) targeting retail loan products.

Build and strengthen the CASA (Current Account Savings Account) portfolio.

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

Experience in portfolio management with a focus on HNI clients.

Strong coordination skills relevant to managing high-value customer relationships.

Customer-centric approach mandatory for role effectiveness.

Work Experience Required: Not explicitly mentioned in the JD.

Experience managing portfolios of High Net-Worth Individuals in the banking or financial services sector.

Ability to drive CASA growth and third-party product sales with HNI clients.

Skilled in cross-functional coordination and direct customer engagement to generate revenue.