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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. 6–12 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) for retail loan products.

Build and expand the CASA (Current Account Savings Account) portfolio through targeted customer engagement.

Drive revenue generation via selling third-party products and managing high-value customer portfolios.

Experience required in portfolio management or related roles involving HNI customer acquisition.

Skills in customer coordination and relationship management are mandatory.

Work Experience Required: Not explicitly mentioned in the JD.

Educational qualification or notice period: Not explicitly mentioned in the JD.

Proven ability to handle portfolio management specifically for HNIs and retail loan products.

Experienced in managing CASA products and third-party product sales.

Effective in coordinating with multiple stakeholders to enhance customer acquisition and retention.