About the Team & Role

We are building a dedicated B2B Growth Team to strengthen how we engage with Relationship Managers (RMs) and, at times, their clients. Historically, many operational and support-related issues were routed to business or regional POCs, leading to bandwidth constraints and limiting their ability to focus on business growth.

With this new team, all RM-facing queries—whether operational, process-related, or support-driven—will now be centralised. This allows regional POCs to concentrate solely on business performance, scaling revenue, and strategic priorities.

As a Customer Support Intern- B2B, you will be the primary point of contact for RMs across our partner ecosystem. This fully remote team will operate with high responsiveness and ownership, taking end-to-end responsibility for ensuring smooth workflows, timely resolutions, and strong partner satisfaction. You will also support any current product lines that smallcase introduces in the future,ensuring readiness, clarity, and seamless adoption.

This role directly influences operational efficiency, improves broker experience, and empowers regional teams to drive stronger business outcomes.

What You’ll Be Doing

• Act as the first point of contact for RMs, addressing and resolving all queries with clarity, urgency, and ownership

• Work closely with partner support teams and internal stakeholders to ensure seamless, timely, and accurate resolutions

• Capture and document recurring issues, feedback, and improvement opportunities for Product, Operations, and CX teams

• Tag, categorise, and analyse inbound queries to help identify what drives RM support traffic and build scalable processes

• Identify friction points in RM or client workflows and collaborate with relevant teams to eliminate them

• Maintain strong SLA/TAT discipline, ensuring quick turnarounds and a consistent experience across all RM interactions





• Prepare structured reports on query trends, resolution quality, and support metrics for continuous improvement

• Manage and support operational workflows for any future product lines introduced by smallcase

• Communicate with empathy, precision, and a solutions-first mindset to deliver an exceptional RM experience.

Nice to-haves:

• Prior experience in customer support

• Familiarity with stock markets & investment products is a huge plus

• Prior experience at a growth-stage FinTech company

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 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 & 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.

Additional Information:

- Tenure: 3 months
- Joining Timeline: Immediate

📌 Customer Support Intern-B (India)
🏢 smallcase
📍 India