Job Details
Relationship Manager - HNI Customers - Paytm Money Ltd
Paytm
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.
About this opportunity
Paytm is hiring for Relationship Manager - HNI Customers - Paytm Money Ltd in Mumbai. This is a experienced-level full-time opportunity. Read the tips below to put your best foot forward.
How to prepare for this application
- Research Paytm — visit their website and note what they do, so you can speak about why you want to join.
- Be ready to discuss your hands-on experience with Paytm Money, Sales.
- Apply early and tailor your resume to highlight skills matching this Relationship Manager - HNI Customers - Paytm Money Ltd role.
- Prepare to talk about measurable results and responsibilities from your previous roles.
Application checklist
- An updated resume tailored to this role
- A short cover note on why you fit this position
- Links to your portfolio / LinkedIn / project work (if any)
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Job Source & Attribution
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Job Details
Location
Mumbai, Maharashtra
About Paytm
Industry: Financial Services, FinTech
Employees: 9600+
Founded: 2010