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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. 7–14 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

(Moderate)

Background Fit Sensitivity

(High)

Shortlisting Strictness

(Moderate)

Structured overview of role & requirements

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

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

Drive revenue generation through engagement with high-value customers and sale of third-party products (TPP).

Experience in portfolio management and client acquisition for HNIs.

Prior knowledge or experience in retail loan products and CASA banking.

Work Experience Required: Not explicitly mentioned in the JD.

Coordination skills and customer-centric approach required.

Experienced in managing high-value banking portfolios with focus on HNI clients.

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

Capable of building and sustaining a profitable CASA book through client engagement.