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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. 8–14 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 roles.

Work Experience Required: Not explicitly mentioned in the JD.

Strong coordination skills and customer-centric approach are mandatory.

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

Experienced in handling HNI clients and retail loan product acquisition.

Skilled in growing CASA portfolios and cross-selling third-party financial products.

Capable of managing high-value customer relationships with a focus on revenue generation.