Relationship Manager - HNI Customers - Paytm Money Ltd
Paytm
Mumbai, Maharashtra, IndiaPosted 3 months ago
Skill Required
Salesbuilding
Role overview
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
- Improve wallet share per client
- Reactivate dormant HNI users
- Reduce churn in high-value segments
- Ensure consistent usage of MTF facility
- Act as single point of contact for assigned HNI users
- Resolve queries in coordination with support/product teams
- Build trust and long-term engagement
- Gather user feedback and competitive insights
- Share patterns from HNI cohort behavior with product/growth teams
Requirements
- Strong communication and persuasion skills
- Comfort with high-frequency client interaction
- Execution-focused and target-driven mindset
Nice to have
- Experience in brokerage, wealth management, or trading platforms
Additional details
- 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
- 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