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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) targeting retail loan products.

Build and grow CASA (Current Account Savings Account) portfolio and sell third-party products (TPP) to generate revenue.

Engage with high-value customers and coordinate effectively for portfolio management and business growth.

Prior experience in portfolio management or related sales roles.

Experience specifically with handling High Net-Worth Individuals (HNIs).

Skills in managing CASA accounts and selling third-party products (TPP).

Work Experience Required: Not explicitly mentioned in the JD.

Experienced in managing and growing portfolios involving HNIs targeting retail financial products.

Strong coordination and customer-centric approach demonstrated in past roles.

Able to drive revenue through direct customer engagement and cross-selling financial products.