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
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