Relationship Manager - HNI Customers - Paytm Money Ltd

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

Competitors : Angel One, Upstox, HDFC securities, ICICI securities, Axis Securities, Zerodha, Groww, Motilal, Coin DCX, and similar companies.

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