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Relationship Manager - HNI Customers - Paytm Money Ltd

Paytm

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Questions you are likely to be asked

  1. Why do you want to join Paytm?
  2. Tell me about a problem you solved at work that you are proud of.
  3. Tell me about a time you disagreed with your manager. What happened?
  4. Where do you want to be in three years?
  5. What is a weakness you are working on, and how?

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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.

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Listed on lever · posted 2026-07-24. ApplySarthi collects openings and links to application pages; the role is advertised by Paytm, not by us.