Relationship Manager - High Net Worth Individual (HNI) Clients

Not Disclosed

Paytm Services Private Limited

Nalasopara (West), Mumbai

2 - 6+ years Experience in Sales / Business Development

1 Opening

Full Time

Job Highlights

All Education levels

All genders

5 days working | Day Shift

Job Description

Relationship Manager - HNI Customers - Paytm Money Ltd 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

Other Details

It is a Full Time Sales / Business Development job for candidates with 2 - 6+ years Experience.

More about this Relationship Manager - High Net Worth Individual (HNI) Clients job

What are the eligibility criteria for this Relationship Manager - High Net Worth Individual (HNI) Clients job?
Ans : Candidates should have All Education levels with 2-7 years of experience for this Relationship Manager - High Net Worth Individual (HNI) Clients job offered by Paytm Services Private Limited in Nalasopara (West), Mumbai.
What salary is offered for this Relationship Manager - High Net Worth Individual (HNI) Clients job?
Ans : Salary details will be shared during the hiring process.
What shift and timings does this job follow?
Ans : This Relationship Manager - High Net Worth Individual (HNI) Clients job follows a Day shift.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Nalasopara (West), Mumbai.
How many vacancies are there for this Relationship Manager - High Net Worth Individual (HNI) Clients job?
Ans : There is 1 vacancy for this Relationship Manager - High Net Worth Individual (HNI) Clients role.
Is this job open for all genders?
Ans : Yes, this Relationship Manager - High Net Worth Individual (HNI) Clients job is open for both male and female candidates.
What is the job location for this position?
Ans : The job location for this Relationship Manager - High Net Worth Individual (HNI) Clients position is Nalasopara (West), Mumbai.
What makes this Relationship Manager - High Net Worth Individual (HNI) Clients job a good opportunity?
Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening.