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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. 8–18 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) for retail loan products.

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

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

Experience in portfolio management required.

Knowledge of retail loan products and CASA banking essential.

Strong coordination skills mandatory.

Work Experience Required: Not explicitly mentioned in the JD.

Experienced in handling HNI clients and managing high-value portfolios.

Skilled in cross-selling third-party financial products to upscale customers.

Customer-centric with demonstrated success in revenue generation through relationship management.