Partner Network - Support

Raise Financial Services; Maharashtra; On-site; INR 400,000 - 600,000; Full time

Job summary

Raise Financial Services is seeking a proactive Partner Support Executive in Mumbai to handle queries from Authorized Persons and partners related to trading, accounts, payouts, and policies. You will coordinate with Operations, Compliance, and Relationship Managers to resolve issues within defined SLAs and maintain MIS records and dashboards.

The role requires a commerce/finance/business administration background and 1–3 years in partner servicing or customer operations; strong Excel and CRM

Qualifications

• Graduate in Commerce, Finance, Business Administration or a related field; MBA will be an added advantage.

Responsibilities

• 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.

Skills

Verbal communication

Written communication

MS Excel

MIS reporting

CRM tools

Education

Bachelor’s degree in Commerce/Finance/Business Administration

MBA (advantage)

Tools

Trading platforms

Back-office systems

CRM tools

Job description

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 started with our first consumer product, Dhan, an investment and trading platform launched in November 2021. Today, Dhan ranks #8 amongst stock brokers in India and continues to be one of the fastest-growing platforms in the investment and trading ecosystem. In September 2026, Dhan was also recognised as Fintech Startup of the Year at the Global Fintech Festival, reflecting the innovation, product excellence and customer focus that continue to shape the platform. Backed by a passionate team of builders, believers, designers and problem-solvers, we are building a trusted ecosystem of financial products that empowers millions of users to make smarter financial decisions. 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.

Our People & Culture

People and culture are the most important aspects of our business.

• Be super obsessed about ensuring customer satisfaction. (We are here because of our customers, and will be here only if we serve our customers)
• We have a single opportunity to serve. (Our customers will give us one opportunity to serve - we can’t let them down. Be it product, uptimes, customer service or any interaction we have to deliver a wow experience.)
• Respect your work, your team, your co-workers and our customers. (The only way to get respect is to give it first)
• Speed is all that matters. Ship right and ship faster. (You either help the team move ahead fast, or you slow it down. We prefer the first.)
• Humility & politeness over arrogance & over-confidence. (If you are the smartest one in the room, bring up others to speed. We are here to serve our customers, not to prove a point.)
• Quality over quantity. (It is fine if you pick up a few things to do, but do them exceedingly well.)
• Make your hands dirty irrespective of who you are. (Our CEO responds to customers every day. Our CTO codes every day. This is us.)
• Talent and Competency over Credentials.
• Entrepreneurial, ownership driven and disciplined. (We trust you to help us gain and retain the trust of our customers and our stakeholders)
• Less words, more action. (Believe in something? show it by doing things. Not just by talking about it)
• Flat hierarchy with open culture & conversations. (You are among all of us, and we all are with you)
• Passionate about the business you are a part of. (Do it because you are passionate about it, not because it’s your job.)
• Raise is an equal opportunity employer.

Why Join Raise?

We’ve been recognised as a Great Place to Work for three consecutive years, reflecting the culture we’ve built and the way we work together. At Raise, you’ll experience a flat hierarchy, open conversations, high ownership and a strong bias for action. We value people who bring passion, humility and curiosity to their work, and who care deeply about building great products and creating meaningful customer impact.

We believe in growth with ownership, speed with thoughtfulness and ambition with humility. We celebrate wins, learn from challenges and give people the ownership and responsibility to build and make an impact. If you enjoy building from the ground up, working with passionate people, and being part of a high-growth fintech ecosystem, Raise offers an environment where you can do meaningful work and grow with the business.

About Raise Financial Services

Raise Financial Services is building technology-led financial products and infrastructure for India’s financially aware and digitally savvy consumers.

Our ecosystem spans multiple aspects of financial services, with Dhan as our flagship investment and trading platform. Alongside Dhan, we are building and scaling businesses across the financial ecosystem, including Millions, Upsurge, Filter Coffee, Stratzy, Pluto Insurance, Fuzz and several other emerging products and platforms.

Our ambition is to build a trusted ecosystem of financial products and experiences that make investing, trading, wealth creation and other financial services simpler, smarter and more accessible

Our Philosophy Is Simple

• Build great products.
• Deliver awesome experiences.
• Provide exceptional customer service.

Location

Goregaon West, Mumbai

Explore More

• Connect with us: www.raiseholding.co
• Learn more about our Investing & Trading Platform – www.dhan.co
• Follow our Instagram page for a glimpse into our people and latest culture happenings.

Raise is an equal opportunity employer. We celebrate diversity and are committed to building an inclusive workplace.