The Role
Respond to customer queries, resolve or escalate complaints, maintain product and policy knowledge, document interactions in the CRM, meet response and satisfaction metrics, collaborate with internal teams, and collect feedback to improve products and services. The role operates on rotational shifts with weekend work and requires strong communication, empathy, ownership, and problem-solving skills.
Summary Generated by Built In
Role Summary:
Raise is built on this core philosophy - we will bring exceptionally great products, awesome user
experience and best in class customer service to our users. We have started with our first step by
launching an Investment & Trading platform – Dhan (www.dhan.co) in November 2021.
Today, Dhan stands among India's Top 10 stock brokers and continues to be one of the fastest
growing platforms in the industry. Backed by a passionate team of builders, believers, designers, and
problem-solvers, Raise is creating a trusted ecosystem of financial products that empower millions
of users to make smarter financial decisions. We are driven by innovation, customer obsession, and
a relentless focus on crafting experiences that users love.
As part of our Customer Success team, you will play a key role in delivering seamless support,
resolving customer queries, and building long-term customer trust. Working closely with cross
functional teams, you will contribute to enhancing customer satisfaction, improving processes, and
ensuring an exceptional end-to-end customer experience. If you are passionate about helping
people, thrive in a fast-paced environment, and enjoy solving problems, we'd love to have you on
our team.
Responsibilities :
• Customer Interaction: Respond to customer queries and concerns promptly and
professionally.
• Issue Resolution: Resolve complaints or escalate unresolved issues to appropriate internal
teams.
• Product Knowledge: Maintain deep knowledge of the company’s products, services, policies,
and procedures.
• Customer Satisfaction: Ensure a positive customer experience and strive for first-contact
resolution.
• Documentation: Log interactions and updates accurately in the CRM system.
• Performance Metrics: Meet targets such as response time, resolution time, QA, CSAT
(Customer Satisfaction Score), etc.
• Team Collaboration: Work with other departments (technical, product, etc.) to resolve
customer issues.
• Feedback Collection: Record customer feedback and suggestions for product/service
improvement.
What We're Looking For :
• 0–8 years of experience in Customer Service, Customer Success, Broking, Securities, Mutual
Fund, Trading, Wealth Insurance, InsurTech, BFSI, or related domains.
• Strong verbal and written communication skills.
• A customer-first mindset with empathy, ownership, and problem-solving ability.
• Ability to thrive in a fast-paced environment and adapt to new challenges.
Shift Timings & Work Schedule
To ensure seamless customer support, the team operates on a rotational shift schedule:
8:00 AM – 5:00 PM
9:00 AM – 6:00 PM
11:00 AM – 8:00 PM
1:00 PM – 10:00 PM
3:00 PM – 12:00 AM
This role follows a rotational weekly-off schedule and includes weekend working as part of the team
roster.
Location: Goregaon West, Mumbai.
Apply Now
If you believe in making great first impressions and enjoy being at the center of workplace energy,
we’d love to hear from you. Send your resume to: [email protected]
Why Join Raise?
We’re a certified Great Place to Work, and it shows in everything we do - from how we collaborate
to how we celebrate wins. Our culture is built on growth, ownership, and mutual respect. At Raise,
you’ll find a flat hierarchy, open conversations, and a team that values passion, humility, and speed
over titles and bureaucracy.
Our Values & Culture
We look for people who:
• Are obsessed with customer satisfaction.
• Respect their work, teammates, and users.
• Value speed, humility, and thoughtful action.
• Prefer quality over quantity.
• Are hands-on regardless of role or title.
• Embrace ownership, discipline, and an entrepreneurial spirit.
• Believe in less talk, more execution.
• Are passionate about the work they do.
Raise is an equal opportunity employer. We celebrate diversity and are committed to building an
inclusive workplace.
About Raise Financial Services
We are building technology led financial products and infrastructure for India’s top 25Mn+
financially aware and literate users. Our product lines span investments, financing, insurance,
payments, and wealth services. We will offer consumer products & services that cater to these
users, and will offer the same technology & infrastructure to partners in the startup ecosystem
willing to take the experience to everyone in India. Our focus is on 3 core aspects - build great
products, deliver awesome experiences and provide exceptional customer services to our users.
Explore more:
Company Website: www.raiseholding.co
Investment Platform: www.dhan.co
Instagram: Life at Raise
Skills Required
- 0-8 years of experience in customer service, customer success, broking, securities, mutual funds, trading, wealth insurance, InsurTech, BFSI, or related domains
- Strong verbal and written communication skills
- Customer-first mindset with empathy, ownership, and problem-solving ability
- Ability to thrive in a fast-paced environment and adapt to new challenges
- Availability for rotational shifts, rotational weekly offs, and weekend work
- Ability to work at Goregaon West, Mumbai
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The Company
What We Do
Dhan is a technology-led online stock trading and investing platform built for India's super traders and long-term investors. Operated by Raise Securities Private Limited under parent company Raise Financial Services, it is a SEBI-registered stock broker and CDSL depository participant offering trading in stocks, equities, indices, F&O, ETFs, and mutual funds, plus US stocks. Its proprietary DEXT trading engine executes the majority of orders in milliseconds, delivering advanced tools, seamless charting, and super-fast execution in one powerful ecosystem.
