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Relationship Manager - HNI Customers - Paytm Money Ltd

Date Posted: Jul 24, 2026
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Job Detail

  • location_on
    Location Mumbai, Maharashtra, India
  • desktop_windows
    Job Type: Full Time/Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Nov 08, 2026
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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

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

Source: Paytm careers — Read the original posting and apply

This role is listed by the employer on its own careers site. Kaam Ki Khoj does not process applications for it.

Company Overview

Paytm
India
162 Current Jobs Openings

Paytm openings shown on Kaam Ki Khoj are read directly from the company's own careers site and link back to it. Apply there; Kaam Ki Khoj does not process applications for these roles and is not affiliated with Paytm. Read More

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