Role Summary

Raise is built on this core philosophy - we will bring exceptionally outstanding 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 we scale, delivering a high-quality and responsive client experience will be critical to building trust and creating a seamless investor journey.

We are looking for a Customer Success Associate to own the first layer of client interaction across our communication channels.





You will be the frontline of the client experience - responsible for responding to queries, understanding and triaging issues, ensuring timely resolution, and maintaining a structured CRM system

Expected Role & Responsibilities

Client Query Management

Manage inbound client queries across app/chat, WhatsApp, and email
Resolve straightforward queries independently and accurately
Triage and route product-related queries to Product Specialists
Escalate technical and operational issues to the relevant teams
Ensure queries are tracked through to closure

CRM & Process Management

Own and maintain the CRM system and ensure all client interactions are logged with the right context
Maintain clean, structured, and up-to-date client records
Ensure accurate tagging, segmentation, and lifecycle tracking
Establish and follow standards for interaction logging, response templates, and workflows
Identify gaps in processes and help build systems that improve response qualit

📌 Customer Success Associate – Client Experience (Mumbai)
🏢 Raise Financial Services
📍 Mumbai