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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) focused on retail loan products.

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

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

Prior experience in portfolio management is required.

Experience working with High Net-Worth Individuals or retail loan clientele is implied but not explicitly stated.

Work Experience Required: Not explicitly mentioned in the JD.

Specific educational qualifications or notice period requirements: Not explicitly mentioned in the JD.

Experienced in managing and growing high-value customer portfolios, specifically CASA and loan products.

Operates with strong coordination and a customer-centric approach.

Proven skills in driving revenue by cross-selling third-party products to affluent customer segments.