Partner Onboarding - Operation

Keka Inc.; Mumbai; On-site; INR 400,000 - 700,000; Full time

Job summary

Raise Financial Services is seeking a detail-oriented onboarding specialist to manage the end-to-end AP registration process in a regulated financial services environment. You will verify KYC, collect documents, coordinate IPV, and handle e-signing and exchange submissions.

You will liaise with APs, RMs and stock exchanges, ensuring timely submissions and accurate data entry while maintaining MIS dashboards and keeping stakeholders updated on progress.

Qualifications

• B.Com or Bachelor’s degree from a recognised university.
• 1–3 years of experience in KYC onboarding, client onboarding or operations.
• Good understanding of KYC, documentation and onboarding processes.
• Basic understanding of regulatory and Stock Exchange requirements related to AP registration.
• Experience handling documentation, application processing, e-signing and follow-ups.
• Strong attention to detail with a focus on accuracy and compliance.
• Good communication and coordination with APs, RMs and internal teams.

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

Operations

Documentation

Communication

Education

B.Com

Tools

MS Excel

MIS

Back-office systems

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 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.

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.

Explore more:

Company Website: www.raiseholding.co

Instagram: Life at Raise

Required Skills

Broking Partner support Partner Onboarding Communication Skills Authorised Partner Partner Operation Partner Activation AP Inspection