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Relationship Manager - HNI Customers - Paytm Money Ltd
Paytm
Before you apply
The practical pictureRole details
- Employment
- Full-time
Inside the role
- Qualifications
- Strong communication and persuasion skills Experience in brokerage, wealth management, or trading platforms
Role signal brief
The role, at a glance
Extracted from the source posting · 95% confidence
Paytm is seeking a Relationship Manager for its High Net Worth (HNI) Margin Trading Facility segment in Mumbai. The role focuses on driving capital deployment, client retention, and revenue growth through direct engagement and cross-selling.
What you need
- Strong communication and persuasion skills
- Experience in brokerage, wealth management, or trading platforms
What you will own
- Manage a portfolio of HNI MTF clients through regular engagement and structured outreach.
- Drive revenue growth by increasing MTF utilization and identifying upsell opportunities in equity and margin trading facilities.
- Handle client retention by reactivating dormant users and reducing churn in high-value segments.
- Act as the primary contact for HNI users, coordinating with support and product teams to resolve queries.
- Collect market intelligence and share behavioral insights from the HNI cohort with product and growth teams.
Core skills
Wealth ManagementClient Relationship ManagementTrading PlatformsCommunication
Role brief
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 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 teams
Desired ProfileExperience in brokerage, wealth management, or trading platforms preferredStrong communication and persuasion skillsComfort with high-frequency client interactionExecution-focused and target-driven mindset
KPIs 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
Competitors : Angel One, Upstox, HDFC securities, ICICI securities, Axis Securities, Zerodha, Groww, Motilal, Coin DCX, and similar companies.