Paytm

Mumbai, Maharashtra

Relationship Manager - HNI Customers - Paytm Money Ltd

Posted 24 Jul 2026

The job in two lines

This role involves managing relationships with high-net-worth individual (HNI) clients in the mutual fund transfer (MTF) segment, focusing on client engagement, revenue growth, and retention.

Summary by Rezifi's AI, from Paytm’s posting. Years and pay appear only when the posting states them.

What you'd do

  • Manage a portfolio of HNI MTF clients
  • Drive regular engagement with clients
  • Educate clients on MTF usage and platform features
  • Increase MTF utilization and identify upsell opportunities
  • Reactivate dormant HNI users and reduce churn
  • Act as the single point of contact for HNI users
  • Gather user feedback and share insights with product teams

Skills it is built around

  • HNI MTF clients
  • MTF
  • HNI users

Required

  • MTF book
  • MTF facility
  • MTF usage
  • equity + MTF
  • HNI cohort
  • HNI cohort behavior

Nice to have

  • brokerage
  • trading platforms

The facts

Experience
Not stated
The posting names no number of years.
Pay
Not stated
The posting states no pay.
Level
Not stated
Field
Client relationship management

The full posting

From Paytm’s careers site

As Paytm posted it. See the original

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 Responsibilities1. HNI Client EngagementOwn a portfolio of HNI MTF clientsDrive regular engagement through calls, messages, and structured outreachEducate clients on MTF usage, leverage opportunities, and platform features2. Revenue & Book ExpansionIncrease MTF utilization among assigned clientsIdentify upsell opportunities across equity + MTFImprove wallet share per client3. Activation & RetentionReactivate dormant HNI usersReduce churn in high-value segmentsEnsure consistent usage of MTF facility4. Relationship ManagementAct as single point of contact for assigned HNI usersResolve queries in coordination with support/product teamsBuild trust and long-term engagement5. Market IntelligenceGather user feedback and competitive insightsShare patterns from HNI cohort behavior with product/growth teams
Desired ProfileExperience in brokerage, wealth management, or trading platforms preferredStrong communication and persuasion skillsComfort with high-frequency client interactionExecution-focused and target-driven mindset
KPIs for SuccessIncrease in MTF activation rate among HNI usersAcquire new HNI customersGrowth in average book size per HNI clientImprovement in retention / reduced churn in HNI cohortRevenue contribution from managed cohort
Competitors : Angel One, Upstox, HDFC securities, ICICI securities, Axis Securities, Zerodha, Groww, Motilal, Coin DCX, and similar companies.