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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. 8–14 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

(High)

Background Fit Sensitivity

(Moderate)

Shortlisting Strictness

(Moderate)

Structured overview of role & requirements

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

Build and grow CASA (Current Account Savings Account) portfolio and sell third-party products (TPP) to generate revenue.

Drive high-value customer engagement to achieve portfolio and revenue targets.

Experience in portfolio management required.

Prior experience specifically dealing with High Net-Worth Individuals (HNIs) preferred.

Skills in coordination and customer-centric approaches mandatory.

Work Experience Required: Not explicitly mentioned in the JD.

Experienced in managing HNI client relationships and retail loan portfolios.

Strong ability to coordinate multiple stakeholders and manage customer needs strategically.

Demonstrated success in building CASA books and selling third-party financial products.