Business Development Executive

About the team & role

As a Customer Support Associate, you will be the first point of contact for customers, ensuring timely and effective resolution of inquiries, issues, and requests. Your role is critical in delivering a seamless support experience, maintaining customer satisfaction, and building strong relationships. You will utilize problem-solving skills, empathy, and product knowledge to provide solutions that enhance customer engagement and loyalty.

What You’ll Be Doing

• Resolve customer queries on using the product with the help of relevant FAQs, video demos and blog posts across channels

• Work in coordination with the support teams of our partners to ensure quick resolutions 

• Document any feedback received from the customers for review by the product team at a later stage

• Label the queries we receive from customers under different tags to understand what drives support traffic

• Identify and resolve pain points for end-users in coordination with the rest of the Customer Experience team.

• Track relevant support metrics and prepare reports for the purpose of quality assessment

What We Look for in You

• Ideally someone with 1-5 years of proven work experience as a Customer Support Associate or a similar role

•A natural communicator- You can communicate your thoughts effortlessly. No matter how complex the matter is, you are able to express it in simple terms.

• A team player- You always put the team's goals ahead of your personal ones in working towards a common goal. 

• Empathetic- You’re a good listener who can put yourself in other people’s shoes. People who interact with you should feel assured that the smallcase team is always here to help. 

• Proactive- You’re ready to take on whatever comes your way and don’t stop until you arrive at the best solution. You want nothing short of a brilliant experience for the end users. 

• A drive to learn- You’re always intrigued by learning something new and don't shy away from stepping out of your comfort zone.

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 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.

We're on the hunt for a Sales Account Executive who's part sales maestro, part startup explorer. This isn't just a job - it's your chance to write the next chapter of tech innovation from the ground floor.

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Key Responsibilities :

• Develop and manage a robust sales pipeline
• Transform potential leads into passionate customers
• Become the bridge between Hivel's technology and game-changing engineering teams
• Collaborate closely with marketing, tech and customer success teams
• Turn sales targets from numbers into milestones

Ideal Candidate Profile

• Brings 1-6 years of B2B SaaS sales experience selling into mid-market or enterprise customers in the US primarily in a hunting role
• Has a track record of consistently meeting or exceeding quota of $600,000 or higher
• Full-lifecycle experience in pipeline generation, nurturing and closing deals.
• Able to learn quickly and adapt to an AI-first sales world
• Can build relationships that feel more like partnerships than pitches
• Breathes entrepreneurial spirit and is self-motivated

Preferred Background : Extra points if you've -

• Sold directly to technical leadership (CTOs or VPs of Engineering)
• Navigated the wild world of dev tools
• Thrived in the controlled chaos of early-stage startups

What We Offer :

• Salary that matches your ambition
• Comprehensive health insurance
• A front-row seat to startup magic
• The opportunity to genuinely change how engineering teams work

Don't tick every box? Apply anyway. We care more about potential, passion, and that unexplainable spark than a perfect resume. If you see sales as an art of solving problems, building trusted relationships and not just closing deals, apply now. Your next career-defining moment awaits.

About Company

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

Roles & responsibilities:

• Key connect with Insurance Companies to procure competitive pricing and terms

• Timely and compliant placements of all lines of General Insurance Products

• Assisting the sales team to close business

• Client onboarding, retention & renewals, and servicing requirements

• Assisting onboard clients for all their new / renewal requirements

• Keeping customers updated on the latest products to increase sales.

• Preparing RFQ’s for all General Insurance requirements

• Retention – Manage servicing team for renewal retention; visiting clients for managing relationships; retention of existing policies/clients

Requirements:

Technical Skills:

• MS Office – Word, Excel, PowerPoint, and Outlook.

Education, experience & skills required:

• Graduate / MBA or relevant degree. Insurance degree would be an added advantage.

• Knowledge of insurance / General Insurance domain preferred.

• 2 to 4 years of experience in Insurance Broking / Placement & Retention.

• Excellent interpersonal and communication skills

• Proficient in all Microsoft Applications

• Superior product knowledge

• A team player with leadership skills

• Maintain a positive attitude focused on customer satisfaction.

Product Manager 

Responsibilities:

• Manage agile product development process from product management point of view
• Develop and implement product strategies consistent with company vision
• Develop and maintain an understanding of the product, market, and competition
• Develop product positioning and go to market strategy
• Collect and analyze feedback from customers, stakeholders and other teams to shape requirements, features and products
• Identify areas for growth and create strategic product line roadmaps to help drive adoption of the product and differentiating features
• Analyze potential partner relationships for the product and lead the effort to integrate our applications with other leading industry systems
• Work with QA engineers to create test plans
• Serve as an in-house expert for our products and become the go-to person for all functional issues
• Keep abreast of the goings-on in the industry
• Make creative recommendations to expand product base and vision
• Manage all lifecycle stages for a product from ideation through sunset, with responsibility for ensuring that deliverables are understood and releases are delivered on time.

Skills Required:

• In-depth knowledge of Agile methodology for product development
• In-depth knowledge of  SCRUM & JEERA
• Outstanding communication, presentation and leadership skills.
• Excellent organizational and time management skills.
• Sharp analytical and problem-solving skills.
• Creative thinker with a vision.
• Attention to details.
• In depth knowledge of  following technologies:
• Frontend:
• Angular 2+, typescript. (Required)
• Backend:
• Django/DjangoREST, Python (Prefered) or NodeJs. 
• Good experience of microservices. 
• Mobile:
• Flutter/Dart or other Core Android/IOs development. 
• DevOps:
• Good understanding of AWS which includes(All required):
• Good expertise in Linux.
• EC2 instance management.
• Scalability (Horizontal or Vertical) which includes autoscaling.
• Proper use of S3 for static file management. 
• SNS or AWS email service.
• AWS resource cost optimization. 
• Proper knowledge of Load Balancers.
• Other:
• Bitbucket/GIT pipelines for automatic build and deploy.
• JIRA.
• Testing with professional test cases. 
• Database: SQL and NoSQL.

Experience :

• Minimum 4-7 years of  experience as a Product Manager 
• Masters in Computer Science, Engineering or similar relevant field

• Have a high bar for the quality of the product.
• Creative, independent, self-motivated, and willing to learn new technology.
• Possess a good understanding of QA methodologies and processes.
• Strong test planning ability with an understanding of enterprise storage workflows.
• Ability to take up a variety of roles in a startup environment.
• Excellent troubleshooting abilities spanning multiple software and hardware components (such as switches, storage systems, kernels).
• Good knowledge of storage stack, file system internals, and testing tools like fio, fsct, vdbench, dd, specFs etc.
• Strong knowledge of one or more storage protocols like NFS, iSCSI, CIFS, SMB, S3.
• Prior experience of testing storage filers using NFS/SMB/CIFS/S3 is a big plus.
• Experience with distributed systems (databases, storage, map-reduce frameworks, etc.).
• Good understanding of storage performance characteristics.
• Prior work experience in testing enterprise storage products is a must.
• Prior experience of programming, preferably in Go, Python, bash.
• Knowledge of ESXi, HyperV, KVM is a plus.