The Role
Support authorised persons and partners through calls, chats, and emails involving trading, accounts, payouts, compliance, and operational processes. Coordinate with internal teams to resolve queries within SLAs, assist with platform onboarding and training, maintain interaction records, prepare reports, communicate updates, and identify recurring issues and process improvements to strengthen partner satisfaction and retention.
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 the Partner Support Team, you will be responsible for supporting our Authorised Persons (APs) and partners and ensuring a smooth partner experience. You will be the first point of contact for partner queries related to trading, accounts, payouts, policies and operational processes. You will work closely with teams such as Operations, Technology, Compliance, Customer Support and Relationship Managers to ensure timely resolution of queries and issues. This role is ideal for someone who enjoys problem-solving, building relationships and providing high-quality partner support while working in a fast-paced financial services environment.
What You’ll Do:
- Handle calls, chats and emails from APs and partners related to trading, accounts, policies and operational queries.
- Provide accurate and timely information on margins, payouts, account opening, compliance requirements and processes.
- Coordinate with internal teams such as Operations, Technology, Compliance and RMs to resolve partner queries and issues.
- Track and resolve partner queries and complaints within defined SLAs and TATs.
- Keep partners updated on system enhancements, regulatory changes, product launches and process updates.
- Assist partners in using trading platforms, partner portals, back-office portals and reports.
- Support onboarding of new partners by providing platform demos, process guidance and operational training.
- Build strong and trusted relationships with partners to improve engagement, satisfaction and retention.
- Maintain accurate records and MIS of partner interactions, queries, complaints and feedback.
- Prepare and share regular reports and dashboards with relevant internal teams and partners.
- Act as a communication bridge between partners and internal teams to ensure smooth coordination and follow-ups.
- Collect partner feedback and work with internal teams to identify opportunities for service, system and process improvements.
- Proactively identify recurring issues and suggest solutions to improve the overall partner experience.
What We’re Looking For:
- Graduate in Commerce, Finance, Business Administration or a related field; MBA will be an added advantage.
- 1–3 years of experience in partner servicing, customer service, client relationship management or operations, preferably in the broking or financial services industry.
- Basic understanding of capital markets, trading operations and broking processes.
- Good understanding of SEBI, Stock Exchange and other relevant regulatory requirements.
- Strong verbal and written communication skills with the ability to explain processes clearly.
- Strong problem-solving skills and the ability to manage multiple queries and priorities simultaneously.
- A Partner-First mindset with a focus on timely resolution and positive partner experience.
- Familiarity with trading platforms, back-office systems and CRM tools.
- Good working knowledge of MS Excel, MIS and reporting tools.
- Strong coordination and follow-up skills while working with multiple internal teams.
- Ability to work effectively in a fast-paced, technology-driven environment.
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. :e-mail: 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
- Graduate degree in Commerce, Finance, Business Administration, or a related field
- 1-3 years of experience in partner servicing, customer service, client relationship management, or operations
- Basic understanding of capital markets, trading operations, and broking processes
- Understanding of SEBI, stock exchange, and other relevant regulatory requirements
- Strong verbal and written communication skills
- Strong problem-solving skills and ability to manage multiple queries and priorities
- Familiarity with trading platforms, back-office systems, and CRM tools
- Working knowledge of MS Excel, MIS, and reporting tools
- Strong coordination and follow-up skills
- Ability to work in a fast-paced, technology-driven environment
- MBA degree
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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.
