Relationship Manager - HNI Customers - Paytm Money Ltd

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

1. Revenue & Book Expansion

• Increase MTF utilization among assigned clients
• Identify upsell opportunities across equity + MTF
• Improve wallet share per client

1. Activation & Retention

• Reactivate dormant HNI users
• Reduce churn in high-value segments
• Ensure consistent usage of MTF facility

1. 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

1. 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