Partner Network - Support

Keka Inc.; Mumbai; On-site; INR 350,000 - 520,000; Full time

Job summary

Raise Financial Services is hiring for a Partner Support role to assist Authorized Persons (APs) and partners with trading, accounts and policy queries in a fast-paced financial services environment. You will coordinate with Operations, Technology, Compliance and Relationship Managers to ensure timely resolution and maintain accurate partner records.

The role requires 1–3 years in partner servicing or customer care, with strong communication skills and familiarity with trading processes and

Qualifications

• Graduate in Commerce, Finance, Business Administration or related field; MBA a plus.
• 1–3 years in partner servicing, customer service, or operations in financial services.
• Familiarity with SEBI and trading regulatory requirements; strong communication skills.

Responsibilities

• Handle calls, chats and emails from APs and partners about trading, accounts, policies and operational queries.
• Provide accurate information on margins, payouts, account opening and compliance requirements.
• Coordinate with Operations, Technology, Compliance and RMs to resolve queries within SLAs and tight deadlines.
• Maintain records and MIS of partner interactions, queries and feedback; prepare regular reports for internal teams and partners.

Skills

Communication

Problem-solving

CRM tools

MS Excel

MIS reporting

Coordination

Education

Bachelor's degree in Commerce/Finance/Business Admin

MBA (advantage)

Tools

CRM tools

MS Excel

Back-office portals

Job description

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.

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.
• 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.

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