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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. 10–18 LPA

Posted 1d 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

(High)

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.

Drive revenue by selling third-party products and engaging high-value customers.

Experience in portfolio management related to HNI or retail loan products.

Mandatory skills: customer relationship management, CASA portfolio handling.

Work Experience Required: Not explicitly mentioned in the JD.

Location: Ahmedabad (implied by job title, but not explicitly stated as a requirement).

Experienced in managing financial portfolios for High Net-Worth Individuals.

Skilled in building and maintaining CASA books and selling third-party financial products.

Operates with strong coordination and customer-centric focus in high-value sales environments.