Business Associate- Partner Success

About the team

We are hiring a Business Associate- Partner Success for the Publisher team. This team builds SaaS solutions for both smallcase Managers to build their portfolio practice and business, and for smallcase distributors to take smallcases to their client base. 

This team closet works with all the SEBI Registered RA & RIAs on the platform that create model portfolios. You'll be a key player in onboarding these RA & RIAs & a part of a dynamic environment where things move quickly and you can see the direct impact of your work.

About the role

The Associate will support the Partner Onboarding & provide operational support by ensuring seamless onboarding of new partners, coordinating across stakeholders, and taking end-to-end ownership of onboarding, offboarding & other operational requirements from a business perspective

What You'll Be Doing

1. Partner Onboarding Support

-Assist in the end-to-end onboarding process for new partners on the platform

-Ensure all required documentation and compliance checks are completed within timelines

-Provide support to partners throughout their onboarding journey to ensure a smooth experience

2. RA Licence Coordination

-Guide prospective leads through the process of obtaining the RA licence

-Coordinate with external agencies for documentation, application submission, and tracking of progress

3. Operations Management

-Take ownership of day-to-day operational tasks required from a business point of view

-Track, monitor, and resolve operational issues by coordinating with internal teams

-Maintain accurate records, trackers, and reports for ongoing onboarding and operations activities.

4. Stakeholder Coordination

-Coordinate with internal ( Ops, Finance etc) to ensure onboarding, offboarding & licence change requirements are met

-Work closely with external stakeholders, including agencies and partners, to ensure timely task completion

-Support the Business team in handling operational tasks related to their respective partner accounts

5. Process Improvement & Reporting

-Identify bottlenecks in the onboarding and operations process and suggest improvements.

-Prepare regular status reports on partner onboarding and operational tasks for management review.

-Ensure adherence to compliance and regulatory guidelines throughout the onboarding process.

What We Look for in You

• 1-2 years of experience with an eagerness to learn and stay updated on operational practices

• Proficiency in using MS Office applications, particularly Excel, for data analysis and reporting

• Excellent verbal and written communication skills

• Comfortable working with multiple stakeholders and teams to drive the desired level of performance

• Prior experience working with the broking ecosystem, wealth tech, or AMC space would be a plus

About smallcase

At smallcase, we are changing how India invests. smallcase is a leading provider of investment products & 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 & 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 & assets landscape with our unique technology & expanding ecosystem. Over the last 9 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 & 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.