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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. 12–20 LPA

Posted 20h 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 through high-value customer engagement.

Experience in portfolio management or similar sales roles involving HNIs.

Skills in customer coordination and relationship management.

Domain knowledge of retail loan products and CASA.

Work Experience Required: Not explicitly mentioned in the JD.

Experienced in managing financial portfolios focused on High Net-Worth Individuals.

Able to drive revenue through strategic cross-selling of financial products.

Operates with a customer-centric approach and strong coordination capabilities.