Requesting the manager or a partner role

One account, several roles

Everyone starts as an investor. If you manage a trading account or represent a company, request the new role on the same account. Roles stay active side by side — you can be an investor and an account manager at the same time.

Requirements

Steps

1. Reach the required level under Verification. The full guide is Identity verification and levels.
2. Open Roles and choose the role you need.
3. Add a short description and the requested details.
4. A reviewer checks the request; the verification requirement is checked again at approval.
5. You see the decision on the same page and receive a notification.

After approval

• Account manager: the approved role carries the trading-account submission permission and enables the account-manager workspace persona. Start with listing a trading account. Merely owning a private Sanjesh/personal account record does not create the manager persona without that permission.
• Partner: partner roles on this page are identity/organisation labels. They do not by themselves make you a member of a market partner or enable the partner workspace persona. For an official profile, submit a listing request in the partner panel; approval creates your owner membership for that company, or an operator can add you as a member. See listing a broker or exchange.

Academy instructor is not requested here: that persona comes from authoring a course at the teaching desk, while course publication is a separate Academy review. Marketplace selling is not unlocked by a services identity role either; listing creation follows the marketplace's current minimum verification level.