Operation Associate (Mumbai)

Operation Associate (Mumbai)

12 Nov
|
Raise Financial Services
|
Mumbai

12 Nov

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 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. Raise AI is a new business unit carved out to build AI-first products in financial services in India. fuzz (http://askfuzz.ai/) is our flagship product, along with a bunch of internal products used daily across the Raise group of companies. As an Operations Associate at fuzz, you will be the human-in-the-loop layer that ensures our AI systems are grounded in clean, complete, and verifiable financial data. You will run operational workflows, verify critical company documents, and maintain audit-grade logs that allow our AI and product teams to trust the data. You will also support fact-checking and source verification for financial news and user questions, ensuring accuracy across numbers, dates, and claims.

Key Responsibilities
• Concall Operations & Capture: Verify concall details (time/bridge/dial-in, registration) from official sources and internal trackers, register/dial-in and join live calls; manage bridging and ensure clean audio capture, maintain call logs (attendance, issues, timestamps) and share recording references with the AI team
• Transcript QA (Human-in-the-Loop): Review and correct AI-generated transcripts for accuracy (company names, speaker turns, jargon, numbers, timestamps), flag uncertain segments with timestamps and ensure consistent formatting/quality standards
• Data Completeness & SLA Checks: Monitor internal dashboards and database feeds to ensure critical documents are received on time (e.g., exchange announcements/filings, IPO documents, other financial documents), investigate gaps by verifying at source and logging missing items with reason codes and expected timelines
• Source Verification for Financial Content: Validate facts used in AI responses, including financial news and insights by cross-checking authoritative sources (numbers, dates, claims), create audit logs with links, timestamps, and verification notes for high-impact items (earnings, corporate actions, regulatory updates)
• Audit Logs & Quality Reporting: Maintain structured audit trails for workflows (what was checked, where, when, outcome), track recurring issues and report quality metrics/defects to AI, Product, and Engineering teams
• Process Documentation & Continuous Improvement:



Build and refine SOPs/checklists; suggest automation opportunities, coordinate internal backup support during high-concall periods or off-hours, while keeping primary ownership end-to-end. What We’re Looking For
• Strong attention to detail and a QA mindset, ability to spot inconsistencies across numbers, dates, entities, and sources
• Comfort with financial statements, tables, and market terminology; ability to verify and reconcile financial information across sources
• Ability to work with internal dashboards and perform basic database checks/queries (SQL is a plus, not required if you can learn quickly)
• Operational ownership: can run end-to-end processes, follow checklists, maintain logs, and close loops reliably
• Robust written communication: concise issue reporting, clear audit notes, and structured handoffs to cross-functional teams
• Familiarity with telephony/dial-in/bridging workflows (Exotel experience is a strong plus)
• Awareness of the Indian financial ecosystem and regulators (SEBI, RBI, AMFI) is helpful but not mandatory
• Comfort working with ambiguity in a fast-moving AI product environment; bias for execution and iteration
• 0–3 years experience in operations, QA, research, data verification, content moderation, or similar roles (freshers with strong aptitude are welcome) 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 chance 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 Our Philosophy Is Simple
• Build great products.
• Deliver awesome experiences.
• Provide exceptional customer service.

Location:
Goregaon West, Mumbai Explore More
• Connect with us: www.raiseholding.co
• Learn more about our Investing & Trading Platform – www.dhan.co
• Learn more about our AI Platform
- https://askfuzz.ai/
• 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] Raise is an equal chance employer. We celebrate diversity and are committed to building an inclusive workplace.

📌 Operation Associate (Mumbai)
🏢 Raise Financial Services
📍 Mumbai

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