Relationship Manager - HNI Customers - Paytm Money Ltd
Core
Drive growth, acquisition, activation, and retention of High Net Worth Individual (HNI) clients for Mutual Fund Trading (MTF) services by building relationships and increasing capital deployment.
Role type
Relationship Manager (HNI Segment)
Builds
MTF trading book and client engagement for Paytm Money
Domain
Financial Services / Wealth Management / Brokerage
Deliverable
client delivery
Required skills
client portfolio management, structured outreach, client education, upselling, churn reduction, market intelligence gathering
Preferred skills
brokerage experience, wealth management experience, trading platform experience
Responsibilities
Own a portfolio of HNI MTF clients, drive regular engagement via calls and messages, educate clients on MTF usage, increase MTF utilization, identify upsell opportunities, reactivate dormant users, act as single point of contact, gather user feedback and competitive insights