Partner Onboarding - Operation

Raise Financial Services; Maharashtra; On-site; INR 600,000 - 900,000; Full time

Job summary

Raise Financial Services is seeking an onboarding professional for the Partner Operations / Onboarding Team in Mumbai to manage end-to-end AP onboarding and registration. You will verify KYC, coordinate IPV, prepare registration agreements, and submit applications across stock exchange portals while ensuring data accuracy and timelines.

The role requires 1–3 years in KYC onboarding or operations, a B.Com degree, strong communication, and meticulous process discipline, in a fast-paced, regulated

Qualifications

• B.Com or Bachelor’s degree from a recognised university.

Responsibilities

• Manage the end-to-end onboarding and registration process for Individual and Non-Individual APs, from document collection to registration and activation.
• Verify KYC, registration and supporting documents as per applicable Stock Exchange and regulatory requirements, identify gaps and coordinate with APs/RMs for closure.
• Coordinate In-Person Verification (IPV) and prepare the required AP registration agreements and supporting legal documentation.
• Manage agreement execution and e-signing through Leegality/e-Sign platforms and ensure all documents are completed within defined timelines.
• Submit AP registration applications, signed agreements and supporting documents on relevant Stock Exchange portals, ensuring accurate data entry and timely submission.
• Coordinate with Stock Exchanges on registration queries, observations and additional documentation requirements, and ensure timely responses and closure.
• Manage AP modifications and cancellations, including documentation, e-signing, exchange submissions and necessary system updates.
• Act as a point of contact for APs and RMs, providing registration status updates, clarifying requirements and following up on pending documentation.
• Maintain accurate AP records and update registration details across back-office systems and internal trackers.
• Track applications across stages such as In Process, Pending, Submitted, Approved, Modified and Cancelled, and ensure timely follow-up on pending cases.
• Prepare and maintain MIS and reports to provide visibility on AP onboarding, pending cases, approvals and other operational metrics.
• Work with internal teams to resolve onboarding-related issues and ensure a smooth and timely partner onboarding experience

Skills

KYC onboarding

Client onboarding

Regulatory compliance

Attention to detail

Communication skills

MS Excel

Education

B.Com or Bachelor’s degree

Tools

Leegality / e-Sign platforms

Stock Exchange portals

MIS systems

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.

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 Operations / Onboarding Team, you will manage the end-to-end onboarding and registration process for Authorised Persons (APs). The role involves document verification, KYC checks, IPV coordination, agreement execution, exchange submissions, regulatory follow-ups and AP record management. You will work closely with APs, Relationship Managers (RMs), internal teams and Stock Exchanges to ensure registrations are completed accurately and within defined timelines. This role is ideal for someone who is detail-oriented, process-driven and comfortable managing multiple applications and follow-ups in a regulated financial services environment.

What You’ll Do

• Manage the end-to-end onboarding and registration process for Individual and Non-Individual APs, from document collection to registration and activation.
• Verify KYC, registration and supporting documents as per applicable Stock Exchange and regulatory requirements, identify gaps and coordinate with APs/RMs for closure.
• Coordinate In-Person Verification (IPV) and prepare the required AP registration agreements and supporting legal documentation.
• Manage agreement execution and e-signing through Leegality/e-Sign platforms and ensure all documents are completed within defined timelines.
• Submit AP registration applications, signed agreements and supporting documents on relevant Stock Exchange portals, ensuring accurate data entry and timely submission.
• Coordinate with Stock Exchanges on registration queries, observations and additional documentation requirements, and ensure timely responses and closure.
• Manage AP modifications and cancellations, including documentation, e-signing, exchange submissions and necessary system updates.
• Act as a point of contact for APs and RMs, providing registration status updates, clarifying requirements and following up on pending documentation.
• Maintain accurate AP records and update registration details across back-office systems and internal trackers.
• Track applications across stages such as In Process, Pending, Submitted, Approved, Modified and Cancelled, and ensure timely follow-up on pending cases.
• Prepare and maintain MIS and reports to provide visibility on AP onboarding, pending cases, approvals and other operational metrics.
• Work with internal teams to resolve onboarding-related issues and ensure a smooth and timely partner onboarding experience

What We’re Looking For

• B.Com or Bachelor’s degree from a recognised university.
• 1-3 years of experience in KYC onboarding, client onboarding or operations, preferably in the broking or financial services industry.
• Good understanding of KYC, documentation and onboarding processes.
• Basic understanding of regulatory and Stock Exchange requirements related to AP registration will be an added advantage.
• Experience handling documentation, application processing, e-signing and follow-ups.
• Strong attention to detail with a focus on accuracy and process compliance.
• Good communication and interpersonal skills, with the ability to coordinate effectively with APs, RMs, internal teams and external stakeholders.
• Ability to manage multiple applications, deadlines and follow-ups simultaneously.
• Good working knowledge of MS Excel, MIS and back-office systems.
• Comfortable working with online portals and digital documentation/e-sign platforms.
• Strong ownership, follow-up skills and a process-oriented approach.
• Ability to work in a fast-paced and regulated financial services 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.

(We trust you to help us gain and retain the trust of our customers and our stakeholders)

• Entrepreneurial, ownership driven and disciplined.

(Believe in something? show it by doing things. Not just by talking about it)

• Less words, more action.

(You are among all of us, and we all are with you)

• Flat hierarchy with open culture & conversations.

(Do it because you are passionate about it, not because it’s your job.)

• Passionate about the business you are a part of.

(Raise is an equal opportunity employer. We celebrate diversity and inclusion.)

• 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