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 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 recognized 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 are building the next-generation wealth platform for India’s emerging affluent and HNIs spanning private markets, public markets, and alternative investments. We curate and structure investment opportunities across AIFs, PMS, stock baskets, and private market deals while helping investors move up the wealth ladder through sharper insights, better products, and thoughtful capital allocation. We are looking for a Customer Success Associate who will own the first layer of client interaction across all channels. This role is focused on:
• Handling inbound queries across chat, WhatsApp, email, and app
• Ensuring fast, accurate triage and resolution
• Building and maintaining a clean, structured CRM system You are the frontline of the platform experience how quickly and clearly we respond defines trust. Expected Role &

Responsibilities:
1. Client Query Handling & Triage Manage inbound queries across: (App / chat/ WhatsApp/Email)
- Resolve straightforward queries
- Route product-related queries to Product Specialists
- Escalate technical or operational issues ? Goal: No query is lost, delayed, or misrouted 2. CRM Management & Data Disciplin Own and maintain the CRM system end-to-end
- Ensure: Every interaction is logged with full context
- Ensure: Clean, structured, and up-to-date client records
- Proper tagging, segmentation, and lifecycle tracking 3. Client Experience & Responsiveness
- Ensure fast turnaround times (SLA-driven)
- Maintain high-quality, clear, and professional communication
- Create a consistent and reliable experience across channels 4. Coordination Across Teams
- Work closely with:
- Product Specialists (for investment/product queries)
- Operations team (for execution-related queries)
- Product/tech (for app-related issues)



? You are the traffic controller of client communication Ideal Candidate
• 1–3 years of experience in:
• Customer success / client support
• Fintech / financial services / startup environments
• Comfortable with:
• CRM tools, ticketing systems, and async workflows
• Handling multiple channels simultaneously What We Are Looking For
• Strong written communication (clarity > verbosity)
• High responsiveness and ownership
• Structured thinking and attention to detail
• Ability to prioritise and triage effectively
• Discipline in maintaining clean systems and data 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 rapid, 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 recognized 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. Our philosophy is simple:
• Build great products.
• Deliver awesome experiences.
• Provide exceptional customer service. Location Goregaon West Explore More: Connect with us: www.raiseholding.co 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. Apply for the Role: If you are excited about building and scaling one of India's most ambitious consumer fintech ecosystems, we would love to hear from you. Send your resume to: [email protected] ; [email protected] Raise is an equal prospect employer. We celebrate diversity and are committed to building an inclusive workplace.

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