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.
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
Competitors : Angel One, Upstox, HDFC securities, ICICI securities, Axis Securities, Zerodha, Groww, Motilal, Coin DCX, and similar companies.
Paytm Mumbai, Maharashtra, IND Office
4th Floor, Enterprise Centre, Domestic Airport, Vile Parle East, Mumbai, Maharashtra, India, 400057
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