About The Role
We are looking to drive business growth, strategic partnerships and account expansion across our Publisher and Gateway platforms. We are hiring for two separate positions within the Business team As a Director
- Business & Partnerships, you will be responsible for acquiring new partners, growing existing relationships and identifying revenue opportunities. You will work closely with and internal teams to understand business needs, drive partnerships and deliver measurable business outcomes
• You will be doing category-defining work. Model portfolios, secured credit and embedded wealth are still at an early stage in India, and the playbooks you build will help shape the industry
• You will work with a strong team comprising founders and business, product, technology and compliance stakeholders who move fast and build together Publisher Publisher is a platform for investment professionals to start, run and scale their portfolio practices. It serves emerging and institutional investment managers with a business-in-a-box solution to productize their research into smallcases, onboard and communicate with clients, and manage fee collection and distribution Most managers start their practice with us, while those already on the platform leverage our tools and network to scale their businesses Gateway Gateway is an API/SDK-based solution that enables fintech companies, financial institutions and digital platforms to integrate wealth products such as stocks, ETFs, mutual funds and smallcases into their applications, along with transaction, tracking and credit capabilities About CASE Platforms CASE Platforms is building the compounding layer for India's wealth. Launched in 2016 as smallcase, CASE is a leading provider of investment products and platforms across managed portfolios, index funds and ETFs, and secured credit CASE operates a portfolio of brands (smallcase, creditcase, Zerodha CASE Funds and Tickertape), together serving over 20 million investors and helping them build better financial futures.



CASE also provides technology platforms to 250+ financial institutions to offer differentiated products and experiences to their clients In this role, you will
• Find, win and bring partners on
• Identify, prospect and onboard new partners across the wealth management, fintech and financial services ecosystem
• Build robust relationships and a pipeline using a mix of content, community and partnership.
• Unlock new use cases for partners and the CASE business
• Help them launch and grow
• Own a portfolio of strategic accounts and drive partner engagement, growth and retention.
• Conduct regular business reviews and provide data-backed growth recommendations.
• Help partners improve customer acquisition, engagement, monetisation and distribution.
• Shape the platform and product through partner feedback and insights What We’re Looking For
• Have 4–6 years of experience in Business Development, Strategic Partnerships, Account Management, B2B SaaS Sales or FinTech.
• Have a good understanding and deep interest in capital markets, asset & wealth management
• Possess strong commercial instinct and experience driving business development and revenue outcomes.
• Be comfortable with ambiguity and have a bias to act.
• Have clear written and verbal communication skills and be hands-on with data Publisher – Good to have
• Experience in asset and wealth management, having worked with investment management professionals
• An existing network among portfolio managers, investment advisors and research analysts
• Experience growing a creator brand or marketplace on the supply side Gateway – Good to have
• Experience partnering with financial institutions and fintechs for platform/API sale.
• Technical fluency to discuss APIs, SDKs and integration trade-offs to identify and solve relevant use cases
• Understanding of broking, distribution, lending or payments infrastructure in the Indian context Workplace: This role is based in our Bangalore office and will require 3 days weekly in the office, with flexibility for 2 remote days each week.

📌 Director - Business & Partnerships (Bengaluru)
🏢 smallcase
📍 Bengaluru