Paytm

Uttar Pradesh, India

10,001+ employees Employees

Finance

Relationship Manager - HNI Customers - Paytm Money Ltd

Mumbai, Maharashtra, IN

Posted on Jul 24, 2026

On RollMid LevelOn SiteSales

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

About Paytm

Paytm started the Digital Revolution in India.

And we went on to become India’s leading Payments App. Today, more than 20 Million merchants & businesses are powered by Paytm to Accept Payments digitally.

This is because more than 300 million Indians use Paytm to Pay at their stores. And that’s not all, Paytm App is used to Pay bills, do Recharges, Send money to friends & family, Book movies & travel tickets.

With innovations to Financial services & products in pipeline, this is but one of...

Job overview

Employment type

On Roll

Experience level

Mid Level

Work type

On Site

Department

Sales

Posted

on Jul 24, 2026

About

Job Link

jobs.lever.co

Financials

Type

public

Annual Revenue

Market Cap

Membership

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