Project Analyst - Wealth

Raiseholding; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Raise Financial Services is seeking a proactive Project Analyst to support founders on strategy, growth, and operations. The role involves research, GTM projects, and building AI-powered workflows to improve efficiency and decision making.

You will work closely with the leadership team, gain hands-on exposure to multiple business functions, and contribute to high-impact initiatives in a fast-paced fintech environment.

Qualifications

• Pursuing or recently completed a degree in Business, Finance, Economics, Entrepreneurship, or a related field.

Responsibilities

• Conduct market, competitor, and industry research to support strategic decisions.
• Assist with growth initiatives, customer acquisition experiments, and GTM projects.
• Build AI-powered workflows, automations, and productivity systems.
• Support content research and thought leadership for founders.
• Take ownership of cross-functional projects and turn ideas into execution.

Skills

AI familiarity

Education

Business/Finance/Economics/Entrepreneurship

Tools

AI tools (ChatGPT/Claude/Gemini)

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 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.

We're looking for a high-agency Project Analyst who thrives in ambiguity and uses AI to solve business problems faster and smarter. You'll work closely with the founders on high-impact projects across strategy, growth, operations, investing, content, and automation.

Key Responsibilities:

• Conduct market, competitor, and industry research to support strategic decisions.
• Assist with growth initiatives, customer acquisition experiments, and GTM projects.
• Build AI-powered workflows, automations, and productivity systems.
• Support content research and thought leadership for founders.
• Take ownership of cross-functional projects and turn ideas into execution.

Who We’re Looking For:

• Pursuing or recently completed a degree in Business, Finance, Economics, Entrepreneurship, or a related field.
• Strong interest in startups, technology, investing, and AI.
• Excellent research, analytical, and communication skills.
• Familiarity with AI tools such as ChatGPT, Claude, Gemini, Cursor, Notion AI, or similar platforms is preferred.
• Curious, resourceful, self-driven, and comfortable working in a fast-paced environment

What You’ll Gain:

• Direct exposure to founders and company-building.
• High ownership and responsibility from Day 1.
• Opportunity to work on strategic projects across multiple business functions.
• A steep learning curve in an AI-first, fast-growing startup

We are a start-up organization focused on fast growth with quality products; hence, the ability to work in a fast-paced environment goes without saying!

Our People & Culture:

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

We are looking for team members just like us, in simple words - good people to work with and demonstrate following personality traits:

• 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.
• (We celebrate diversity and inclusion.

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

• Learn more about our Investing & Trading Platform – www.dhan.co
• Follow our Instagram page #LifeatRaise 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

Required Skills

• product Fund Management Communication Skills Wealth Management Management Project Management Artificial Intelligence (AI)