Skip to Content
Digital Marketing On-site

Relationship Manager - HNI Customers - Paytm Money Ltd

Job Overview

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 points

  1. Objective of the Role.

  2. Own a portfolio of HNI MTF clients.

  3. Drive regular engagement through calls, messages, and structured outreach.

  4. Educate clients on MTF usage, leverage opportunities, and platform features.

  5. Revenue & Book Expansion.

  6. Increase MTF utilization among assigned clients.

  7. Experience in brokerage, wealth management, or trading platforms preferred.

Skills

Communication

Experience: Mid-level

Similar jobs

More open roles like this one