<div>smallcase is a leading provider of investment products to Indian investors &amp; platforms to the capital markets industry. Launched in 2016, smallcase offerings have served 10+ million individual investors helping them build better long-term portfolios We are always looking for smart, fun folks to join our team. Write to us at people@smallcase.com</div>

smallcase

About the team
The smallcase Publisher platform enables manufacturers (licensed research firms and advisors) to productize their research as smallcases and scale their practice while the platform handles investor communication, reporting, fee collection &amp; operational workflows. The platform also enables distributors to access these smallcases &amp; offer these as transparent investment products to their client base.
About the role
We are looking for a Business Manager to own and grow a portfolio of SEBI Registered RA and RIAs, while driving new partner acquisition for the smallcase Publisher platform.
As a Business Manager, you will operate as a strategic growth partner to model portfolio managers, helping them grow subscriptions, increase investor engagement, launch new strategies, and scale their business. You will also be responsible for identifying and onboarding new managers who can benefit from the smallcase ecosystem.
This role combines business development, account growth, strategic partnerships, consulting, and capital markets expertise. The ideal candidate is someone who enjoys building relationships, solving business problems, and driving measurable commercial outcomes.
What you will do:Own Business Growth for Your Portfolio
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Manage a portfolio of accounts and be accountable for their success on the platform
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Develop monthly/quarterly growth plans aligned with partner business objectives
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Identify expansion opportunities and unlock new revenue streams for partners
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Drive adoption of new platform features, products, and initiatives
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Build Strategic Partnerships
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Develop strong relationships with founders, CEOs, CIOs, research heads, and investment teams
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Act as a trusted advisor to partners by providing business insights and growth recommendations
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Conduct regular business reviews and present actionable recommendations based on performance data.
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Influence key business decisions through strategic thinking and market insights
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Drive New Partner Acquisition
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Identify, engage, and onboard SEBI-registered advisors onto the Publisher platform
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Build and maintain a strong pipeline of prospective partners through outbound prospecting and networking
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Conduct cold outreach through calls, emails, LinkedIn, industry events, and referrals
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Lead the sales process from initial conversation through onboarding and go-live
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Work closely with leadership to identify and prioritise strategic partnership opportunities
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Drive Subscriber and Investor Growth
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Work closely with publishers to improve new investor acquisition, engagement, and retention
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Recommend growth initiatives across product positioning, content strategy, distribution, and marketing
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Collaborate with internal marketing teams on campaigns, webinars, events, and investor outreach initiatives
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Help partners build scalable growth engines to increase subscriptions and investor participation
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Influence Product and Platform Development
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Act as the voice of managers within the company
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Provide structured feedback and market insights to Product, Operations, and Leadership teams
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Contribute to platform improvements that enhance partner growth and user experience
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Identify recurring partner challenges and advocate for scalable solutions
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Join Us If You
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Have 4–6 years of experience in Business Development, Partnerships, Account Management, Wealth Management, Asset Management, or FinTech
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Have a strong understanding of capital markets, investments, and the wealth management ecosystem
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Hold a valid NISM XV – Research Analyst Certification or be willing to obtain the certification before joining. Candidates without an active certification will be required to clear the NISM XV examination prior to their date of joining
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Possess strong commercial acumen and can independently identify growth opportunities
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Have experience managing senior stakeholders and driving strategic business conversations
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Are comfortable with outbound prospecting and converting opportunities into long-term partnerships
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Can analyse data, identify trends, and translate insights into actionable growth initiatives
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Have excellent communication, presentation, and stakeholder management skills
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Thrive in a fast-paced, high-ownership environment
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What Makes This Role Unique
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Own a portfolio of India’s leading investment managers and wealth creators.
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Directly influence business growth for some of the most innovative firms in the ecosystem.
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Work at the intersection of capital markets, technology, product, and business strategy.
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Build expertise across the entire investment ecosystem while driving measurable business impact.
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Play a key role in expanding the Publisher ecosystem and shaping the future of investment management in India.
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Scope of Growth in This Role
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Opportunity to own business outcomes and revenue targets end-to-end.
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Exposure to senior leadership teams across India’s investment ecosystem.
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Cross-functional role encompassing business development, partnerships, product strategy, and growth.
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Opportunity to influence the growth trajectory of both partners and the Publisher business.
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Build deep expertise in wealth management, asset management, fintech, and capital markets.
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About smallcase
At smallcase, we are changing how India invests. smallcase is a leading provider of investment products &amp; platforms to over 10 million Indians. We're a young, driven team of 250+ headquartered in Bangalore. smallcase was founded in July 2015 by three IIT Kharagpur graduates, Vasanth Kamath, Anugrah Shrivastava and Rohan Gupta.
smallcase has been focused on offering innovative investing experiences &amp; technology. Our platforms are used by over 300 of India's largest financial brands and most respected institutions. We are backed by world-class investors including top-tier funds, institutions and operators from the capital markets space who believe in our mission of enabling better financial futures for every Indian.
Life at smallcase
We are not just building a business, we are making a long-lasting impact both in the wealth &amp; assets landscape with our unique technology &amp; expanding ecosystem. Over the last 11 years, our team, products, and platforms have grown and so have our ambitions.
Innovation remains at the heart of what we do. Our other core values are transparency, integrity &amp; long-term thinking. Our key asset has always been our people, and we empower individuals to build and do some of the best work in their lifetimes at smallcase. Flexibility, ownership and constant feedback loops are some of the ways we keep evolving the working environment.