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

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

Experience in portfolio management required.

Work Experience Required: Not explicitly mentioned in the JD.

Not explicitly mentioned: specific educational qualifications, location restrictions, or notice period.

Customer-centric approach and strong coordination skills needed, but not strictly quantified.

Experience managing high-value or HNI customer portfolios.

Skilled in building CASA relationships and cross-selling financial products.

Capable of coordinating across teams to drive revenue through customer engagement.