PaytmOfficial careers listing

Posted 1mo ago

Relationship Manager - HNI Customers - Paytm Money Ltd

Pay

Not stated

Location

Mumbai, Maharashtra

On site

Skills this role screens for

CommunicationTrading

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Also

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.

The work

Key Responsibilities

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

Increase MTF utilization among assigned clients

Identify upsell opportunities across equity + MTF

  • HNI Client Engagement
  • Revenue & Book Expansion

Also

Improve wallet share per client

Reactivate dormant HNI users

Reduce churn in high-value segments

  • Activation & Retention

Also

Ensure consistent usage of MTF facility

Act as single point of contact for assigned HNI users

Resolve queries in coordination with support/product teams

  • Relationship Management

Also

Build trust and long-term engagement

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.

  • Market Intelligence

Paytm

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Where this listing comes from

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