About the 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 recent 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 new 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. About CASE Platforms CASE Platforms (formerly smallcase) is building the compounding layer for long-term wealth, helping every Indian design better financial futures with simple and transparent investment products. Across its consumer brands (smallcase, Tickertape, Zerodha CASE Funds, creditcase), CASE serves 20+ million investors with model portfolios, index funds, ETFs and secured credit.



CASE also provides technology platforms & solutions to the largest and fastest-growing financial institutions to enable them to offer differentiated wealth experiences to their clientele. In this role, you will
• 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. What We Look for in You
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Experience:
Prior internship experience as a Customer Support Associate or in a similar customer-facing role.
• Language Proficiency: Prior experience communicating with users in Hindi. 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 Workplace: This is a fully remote role.

📌 Customer Support (Bengaluru)
🏢 smallcase
📍 Bengaluru