The Role
Manage and grow a portfolio of HNI margin trading (MTF) clients through proactive engagement, onboarding, activation, upselling, retention, and churn reduction. Serve as primary contact, resolve client issues with product/support teams, gather market intelligence, and drive revenue and book expansion.
Summary Generated by Built In
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
Skills Required
- Experience in brokerage, wealth management, or trading platforms
- Strong communication and persuasion skills
- Comfort with high-frequency client interaction
- Execution-focused and target-driven mindset
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The Company
What We Do
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 the milestones achieved towards our mission – to bring 500 million unserved and underserved Indians to the mainstream economy.
