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Partner Onboarding - Operation

Dhan · Mumbai · India · On-site

Posted Sep 23, 2026

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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. 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 environment. 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 completed within defined timelines. Submit AP registration applications, signed agreements and supporting documents on relevant Stock Exchange portals, ensuring accurate data entry and timely submission. Coordinate with Stock Exchanges on registration queries, observations and additional documentation requirements, and ensure timely responses and closure. Manage AP modifications and cancellations, including documentation, e-signing, exchange submissions and necessary system updates. Act as a point of contact for APs and RMs, providing registration status updates, clarifying requirements and following up on pending documentation. Maintain accurate AP records and update registration details across back-office systems and internal trackers. Track applications across stages such as In Process, Pending, Submitted, Approved, Modified and Cancelled, and ensure timely…