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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

1–2 yearsLUCKNOWofficeDirect Career PageEst. 3–6 LPA

Posted 17h 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)

Tier-1 brand and generalist sales title, but HNI niche requirement and non-metro location moderate competition.

Background Fit Sensitivity

(High)

HNI acquisition and portfolio management skills are industry-specific, limiting cross-industry transferability.

Shortlisting Strictness

(Moderate)

Requires explicit 1-2 years, portfolio management knowledge and existing customer base, so moderate strictness.

Structured overview of role & requirements

Acquire High Net Worth Individuals (HNI) as clients.

Sell Third Party Products (TPP) to generate revenue.

Build and grow CASA (Current Account Savings Account) book size.

Experience required: More than 1-2 years work experience.

Education: Graduate or MBA.

Must have some knowledge and experience in Portfolio Management.

Should have an existing customer base relevant to the role.

Experienced in managing and acquiring HNI clients specifically.

Demonstrates capability in coordinating with multiple channels.

Possesses skills to effectively communicate and sell financial products focused on portfolio management and CASA growth.