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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 a strong CASA (Current Account Savings Account) portfolio and sell third-party products (TPP).

Generate revenue through high-value customer engagement and effective portfolio management.

Experience in portfolio management or similar customer relationship management role.

Domain expertise in retail loan products and CASA banking services.

Work Experience Required: Not explicitly mentioned in the JD.

Location or notice period requirements: Not explicitly mentioned in the JD.

Experienced in managing HNI clients with emphasis on retail financial products.

Skilled at coordinating between stakeholders to enhance customer acquisition and retention.

Proven ability in growing and managing CASA accounts with revenue focus.