Business

Account Manager - smallcase Publisher


Bengaluru   |   Full Time



smallcase is on a mission to change how India & Indians invest. We build products & tools for individuals to invest better in stocks/ETFs and infrastructure for the industry to offer better investment products. Our investor community is 12,00,000+ strong & we work with the largest financial brands in India like HDFC, Kotak, Zerodha, Edelweiss, IIFL & more. We are a young, passionate 120+ member team based in Bangalore & are well-capitalized with top tier investors

The smallcase Publisher Platform is one of our offerings that provides a one-stop shop to registered advisors & portfolio managers to help them offer investment products at scale as well as manage their clientele and operations efficiently. You can read more about the Publisher Platform here.

We are looking for an Account Manager to be the first point of contact for potential publishers, oversee the  on-boarding process and maintain strong, long-lasting client relationships with our partners

 Responsibilities

  • Drive the onboarding process of the Publishers from the first conversation to going live

  • Manage and grow key accounts to increase their contribution to the business 

  • Build and execute a personalized growth roadmap for key accounts

  • Contribute to product development by providing insights based on interactions with clients

Requirements

  • 1-2 years of experience in Account Management roles

  • Excellent verbal and written communication skills

  • Basic understanding of the stock markets as well as the capability to learn quickly on the job

  • Proficient in MS Office (Word, Excel, Powerpoint) 

Opportunities

  • Opportunity to manage business accounts end to end

  • Cross-functional role encompassing account development, product development and marketing

  • Working closely with and learning about each component of the stock market ecosystem i.e. investors, advisor and brokers

  • Being part of a growing product from a nascent stage

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