Relationship Manager – HNI Customers

paytm · Mumbai

New

🇬🇧 English

Job description

About the role

Relationship Manager – MTF HNI Segment. 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

Own a portfolio of HNI MTF clients and drive regular engagement through calls, messages, and structured outreach.
Educate clients on MTF usage, leverage opportunities, and platform features.
Increase MTF utilization, identify upsell opportunities across equity and MTF, and improve wallet share per client.
Reactivate dormant HNI users, reduce churn in high‑value segments, and ensure consistent usage of the MTF facility.
Act as single point of contact for assigned HNI users, resolve queries in coordination with support/product teams, and build long‑term trust.

Required 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.

Questions fréquentes

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Source : ats:lever

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Published 1 day ago

Expires 1 month from now

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paytm

Mumbai

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