Operation Associate

Keka Technologies Private Limited; Hinoba-an; On-site; PHP 563,000 - 938,000; Full time

Job summary

Raise Financial Services seeks an Operations Associate to support the Depository Participant and Trade Operations functions. You will process client requests, ensure regulatory compliance, and provide seamless day-to-day operational support for DIS, DP communications, and trade processing.

The role emphasizes accuracy, timely processing, and collaboration across internal teams to resolve issues while adhering to internal controls and procedures.

Qualifications

• Graduates with relevant degree; Fresher to 2 years in operations or financial services.
• Knowledge of capital markets is preferred.
• Proficient in MS Excel and office tools.
• Excellent communication and attention to detail; willingness to learn.

Responsibilities

• Process DIS requests accurately within defined timelines.
• Handle Dematerialization and Rematerialization requests.
• Process pledge and unpledge instructions.
• Generate and dispatch client statements and DP communications.
• Maintain records and ensure compliance with guidelines.
• Support daily trade processing activities.
• Verify trade data and brokerage calculations.
• Coordinate with internal teams to resolve issues.

Skills

Communication

Attention to detail

Task management

Capital markets

MS Excel

Education

Graduate or Post Graduate

Tools

Office productivity tools

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 the Investment & Trading platform – Dhan (www.dhan.co).

Design is one of the key roles in our organisation. This is how our users will experience our products, and we are obsessed with giving them the best visual experience by shipping beautiful products across all channels - App, Web, and others included.

We are seeking a detail-oriented and enthusiastic Operations Associate to support our Depository Participant (DP) and Trade Operations functions. The role involves processing client and transaction-related requests, ensuring operational accuracy, maintaining regulatory compliance, and providing seamless support for day-to-day operational activities.

Key Responsibilities:

• Process DIS (Delivery Instruction Slip) requests accurately and within defined timelines.
• Handle Dematerialization and Rematerialization requests.
• Process pledge and unpledge instructions.
• Generate and dispatch client statements and other DP-related communications.
• Maintain records and ensure compliance with depository and regulatory guidelines.
• Support daily trade processing activities.
• Verify trade data, brokerage calculations, and transaction records.
• Generate and distribute contract notes, statements, and other client reports.
• Process bounced contract notes and coordinate for resolution.
• Assist in reconciliation and operational reporting activities.
• Ensure accuracy and timeliness of operational processes.
• Coordinate with internal teams for issue resolution and process completion.
• Adhere to internal controls, compliance requirements, and operational procedures.
• Contribute to process improvement initiatives and operational efficiency.

Expected Skills:

• Good verbal and written communication skills.
• Strong attention to detail and accuracy.
• Positive attitude and willingness to learn.
• Ability to manage tasks within defined timelines.
• Basic knowledge of capital markets and financial services (preferred).
• Proficiency in MS Excel and other office productivity tools.
• Graduate or Post Graduate
• Fresher or up to 2 years of experience in operations, financial services, broking, or DP operations.

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.

Broking Personality Communication Skills Securities Trade Operation Trading Capital Market Despository