Manager, Client Solutions

Rupeeflo; Mumbai; On-site; INR 1,800,000 - 2,800,000; Full time

Job summary

Rupeeflo seeks a Manager, Client Solutions to map partner requirements into clear integration plans, coordinating across partnerships, product, and engineering. You will lead conversations on user flows, operations, and payments, ensuring seamless onboarding and delivery for institutional clients in India.

The role requires 3–5 years in client solutions or pre-sales in fintech, with deep knowledge of Indian financial institutions, KYC, and compliance workflows.

Qualifications

• 3–5 years in client solutions, implementation or pre-sales solutioning.
• Strong understanding of Indian financial institutions' systems and processes.
• Ability to run structured solutioning conversations with business and tech stakeholders.
• Experience with API-based integrations or working with engineering teams is a plus.
• Familiarity with KYC, onboarding and compliance workflows in Indian financial services is advantageous.

Responsibilities

• Lead solution design discussions with financial institutional partners covering user flows, operations, payments, customer support, and communications touchpoints.
• Map partner systems and workflows to Rupeeflo's integration approach and design well-scoped plans.
• Support pre-sales solutioning so partners have a clear integration picture before committing.
• Collaborate with product and engineering to translate requirements into actionable implementation steps.
• Serve as the primary partner contact for solutioning and delivery questions throughout the integration lifecycle.
• Identify friction and gaps early and drive cross-functional resolution before issues arise.
• Create and maintain solution documentation, integration guides, and partner playbooks.
• Represent partner needs internally to influence product and engineering decisions.

Skills

Structured solutioning

Stakeholder management

Communication

Documentation

API integration

Education

Bachelor's degree in Engineering, Business, or related field

Job description

Rupeeflo is an NRI-focused financial services company solving a problem that sits at the intersection of two massive, underserved opportunities: a global NRI/OCI diaspora sitting on record wealth, and an Indian financial system that still makes it painfully hard for them to invest back home. We’ve built the infrastructure that banks and brokerages plug into for global investor onboarding across 50+ countries, dramatically cutting onboarding timelines from over a month to just hours. Backed by Rainmatter (Zerodha) and Piper Serica, we’re live with leading institutional partners and already reach markets covering ~60% of the world’s NRI population.

About the role

When a bank, broker, AMC, or PMS provider decides to integrate Rupeeflo into their stack, the Manager, Client Solutions is the person who makes it work. You'll sit at the intersection of business partnerships and product delivery, owning the solutioning conversation from the first technical discussion to a live, integrated experience.

This is not a project management role and it is not a pure engineering role. It requires someone who can map a partner's existing systems and workflows, understand where Rupeeflo fits, and design the integration approach across user flows, operations, payments, communications, and customer support. You'll work closely with Rupeeflo's business partnerships team and the lead solutions architect to translate partner requirements into clear, actionable implementation plans.

What you'll do

Lead solution design discussions with financial institutional partners, covering user flows, operations, payments, customer support, and communications touchpoints.

Understand each partner's existing systems, processes, and constraints; design an integration approach that works within their environment and maximises the value of Rupeeflo's platform.

Work with business partnerships to support pre-sales solutioning, ensuring partners have a clear picture of the integration before they commit.

Collaborate with Rupeeflo's lead solutions architect and internal product and engineering teams to translate partner requirements into well-scoped implementation plans.

Serve as the primary point of contact for partners on all solutioning and delivery questions during the integration lifecycle.

Identify friction, edge cases, and operational gaps early; work cross-functionally to resolve them before they become partner problems.

Build and maintain solution documentation, integration guides, and partner-specific playbooks as the partner base scales.

Represent partner needs internally, feeding structured feedback into product and engineering to improve how Rupeeflo integrates across different institutional environments.

Who we are looking for

3–5 years of experience in a client solutions, implementation, or pre-sales solutioning role, preferably at a fintech or financial services technology company.

Strong understanding of how Indian financial institutions operate: their systems, workflows, regulatory constraints, and decision-making structures.

Ability to run structured solutioning conversations with business and technology stakeholders on the partner side.

Comfort working across multiple functional domains: payments, user flows, ops, customer support, and communications.

Strong communication and documentation skills; able to translate complex integration requirements into clear written specs and partner-facing materials.

Ability to work independently, manage multiple partner engagements simultaneously, and operate without a heavily defined playbook.

Good to Have

Exposure to API-based integrations or working alongside engineering teams on technical implementations.

Familiarity with SEBI-regulated entities: brokers, AMCs, PMS providers, or custodians.

Experience working with or alongside a partnerships or business development team in a B2B product company.

Understanding of KYC, onboarding, and compliance workflows in Indian financial services.

Qualifications

Bachelor's degree in Engineering, Business, or a related field.

Based in Mumbai or willing to relocate; occasional travel to Bangalore required.

Why Rupeeflo?

Work on financial infrastructure that is genuinely new in India, solving integration problems that no one has standardised yet.

A role with real breadth: you will work across product, engineering, operations, and business, and your work will be visible in every partner integration that goes live.

Early enough to shape how the client solutions function is built, with direct access to founding team and leadership.