Job Description
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.
About the job
- Posted on
- Jul 24, 2026
- Job type
- Full-time
- Location
- Mumbai, MaharashtraOn-site
Keep looking
Related roles you might like
Social Media Escalations (Support) - Team Lead / Assistant Manager - Travel CST
paytm
On-siteFull-time4 days ago
Explore more
Browse more jobs like this
Disclaimer: Real Jobs From Anywhere is an independent platform dedicated to providing information about job openings. We are not affiliated with, nor do we represent, any company, agency, or agent mentioned in the job listings. Please refer to our Terms of Services for further details.