Relationship Manager - HNI Customers - Paytm Money Ltd
MumbaiOn-site
AI Summary
Relationship Manager for HNI clients on the MTF platform at Paytm. Owns a portfolio of high-net-worth clients, drives engagement, activation, book expansion, and retention while acting as their single point of contact.
About this role
Job Description:
Role: Relationship Manager – MTF HNI Segment
Objective of the Role
Drive growth, acquire new customers, activation, and retention of HNI MTF clients by building strong relationships, improving engagement, and increasing capital deployment across the MTF book.
Key Responsibilities
1. HNI Client Engagement
Own a portfolio of HNI MTF clients
Drive regular engagement through calls, messages, and structured outreach
Educate clients on MTF usage, leverage opportunities, and platform features
2. Revenue & Book Expansion
Increase MTF utilization among assigned clients
Identify upsell opportunities across equity + MTF
Improve wallet share per client
3. Activation & Retention
Reactivate dormant HNI users
Reduce churn in high-value segments
Ensure consistent usage of MTF facility
4. Relationship Management
Act as single point of contact for assigned HNI users
Resolve queries in coordination with support/product teams
Build trust and long-term engagement
5. Market Intelligence
Gather user feedback and competitive insights
Share patterns from HNI cohort behavior with product/growth teams
Desired Profile
Experience in brokerage, wealth management, or trading platforms preferred
Strong communication and persuasion skills
Comfort with high-frequency client interaction
Execution-focused and target-driven mindset
KPIs for Success
Increase in MTF activation rate among HNI users
Acquire new HNI customers
Growth in average book size per HNI client
Improvement in retention / reduced churn in HNI cohort
Revenue contribution from managed cohort
Skills
BrokerageClient AcquisitionCRMMTFOutReachPortfolio ManagementTrading PlatformsWealth Management
Explore related jobs
More jobs at Paytm
Govt. Ad Sales - Senior Manager/DGM - Paytm Ads - MumbaiMumbai, Maharashtra- Talent Acquisition- Tech HiringNoida, Uttar Pradesh
- Campaign Management- User GrowthNoida, Uttar Pradesh
- Growth Management - Telco I Experience 2-4 YearsNoida, Uttar Pradesh
- Office Administrator and Executive AssistantLuxembourg
- HRBPBangalore, Karnataka
Similar Brokerage jobs
Jobs in Mumbai
- GCommercial Contracts Legal CounselGlobalmsci · Mumbai, MH
Head of Shorts Testing (International)Changing Lives Productions LLC · Mumbai, India- Clinical Education Facilitator - Delhibroadbean · Mumbai
- Manager - Operational ExcellencePiramal Pharma Limited · Mumbai, Marshall Islands
- Unilever Post Doctoral Fellowship ProgramUnilever Manufacturera, S. de R.L. de C.V. · Mumbai HURC
- GDT Assistant Media Manager - Business AnalystUnilever Manufacturera, S. de R.L. de C.V. · Mumbai HO
Browse these categories
Market data for this role
All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
- SeriesSalary reportsWhat employers publish in job postings, by level and workplace. Not self-reported pay.
- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.