Relationship Manager - HNI Customers - Paytm Money Ltd

Job description

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 Job Description:Role: Relationship Manager – MTF HNI SegmentObjective of the RoleDrive 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 Responsibilities1. HNI Client EngagementOwn a portfolio of HNI MTF clientsDrive regular engagement through calls, messages, and structured outreachEducate clients on MTF usage, leverage opportunities, and platform features2. Revenue & Book ExpansionIncrease MTF utilization among assigned clientsIdentify upsell opportunities across equity + MTFImprove wallet share per client3. Activation & RetentionReactivate dormant HNI usersReduce churn in high-value segmentsEnsure consistent usage of MTF facility4. Relationship ManagementAct as single point of contact for assigned HNI usersResolve queries in coordination with support/product teamsBuild trust and long-term engagement5. Market IntelligenceGather user feedback and competitive insightsShare patterns from HNI cohort behavior with product/growth teamsDesired ProfileExperience in brokerage, wealth management, or trading platforms preferredStrong communication and persuasion skillsComfort with high-frequency client interactionExecution-focused and target-driven mindsetKPIs for SuccessIncrease in MTF activation rate among HNI usersAcquire new HNI customersGrowth in average book size per HNI clientImprovement in retention / reduced churn in HNI cohortRevenue contribution from managed cohort