Partner Onboarding (Mumbai)

Partner Onboarding (Mumbai)

03 Oct
|
Raise Financial Services
|
Mumbai

03 Oct

Raise Financial Services

Mumbai

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. 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 setting.

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 complet

📌 Partner Onboarding (Mumbai)
🏢 Raise Financial Services
📍 Mumbai

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