Raise Financial Services
Website:
raiseholding.co
Job details:
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 Investment & Trading platform – Dhan (www.dhan.co)
Infinyte is 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.
Infinyte is joining the Raise ecosystem, one of India’s fastest-growing fintech, giving us the scale, distribution, and infrastructure to build this at depth.
The role sits within the Wealth & Investment Platform team at Infinyte and focuses on building and managing investment offerings across AIFs, PMS, stock baskets, and private market opportunities for HNI and emerging affluent clients.
You will act as a bridge between investment opportunities, product structuring, and investor needs helping design solutions that are scalable, compliant, and aligned to client risk-return expectations.
Expected Responsibilities:
- Curate, evaluate, and structure investment products across multiple asset classes including AIFs, PMS, equities, structured products, and private market deals
- Identify and assess new investment opportunities in alignment with target client segments and platform strategy
- Work closely with research, product, and distribution teams to design investable themes and portfolio solutions
- Translate complex investment products into simplified, investor-friendly narratives and insights
- Support end-to-end lifecycle of investment offerings from ideation, structuring, documentation to launch
- Collaborate with external fund managers, issuers, and partners for onboarding and product due diligence
- Ensure all offerings adhere to regulatory, compliance, and internal governance standards
- Contribute to building scalable investment frameworks, processes, and investor journeys across the Raise ecosystem
- Track market trends, macroeconomic developments, and sectoral themes to inform product strategy
Expected Skills:
- Strong understanding of wealth management products including AIFs, PMS, mutual funds, equities, and alternative investments
- Good knowledge of capital markets, investment structures, and portfolio construction principles
- Ability to evaluate financial products using analytical and research-driven approach
- Strong understanding of investor segmentation, risk profiling, and product-market fit in wealth management
- Excellent communication skills with ability to simplify complex financial concepts for clients and stakeholders
- Experience in fintech, wealth management, investment advisory, or capital markets strongly preferred
- Strong stakeholder management skills across internal teams and external partners
- High ownership mindset with strong execution capability in fast-paced environments
- Attention to detail with strong focus on compliance, governance, and documentation standards
- Ability to work in a high-growth, cross-functional ecosystem with evolving priorities
Location: Goregaon West, Mumbai (Preference will be given to candidates residing in Mumbai’s Western suburbs).
Apply Now
If you believe in making great first impressions and enjoy being at the center of workplace energy, we’d love to hear from you. 📧 Send your resume to: hr@dhan.co
Why Join Raise?
We’re a certified Great Place to Work, and it shows in everything we do - from how we collaborate to how we celebrate wins. Our culture is built on growth, ownership, and mutual respect. At Raise, you’ll find a flat hierarchy, open conversations, and a team that values passion, humility, and speed over titles and bureaucracy.
Our Values & Culture
We look for people who:
- Are obsessed with customer satisfaction.
- Respect their work, teammates, and users.
- Value speed, humility, and thoughtful action.
- Prefer quality over quantity.
- Are hands-on regardless of role or title.
- Embrace ownership, discipline, and an entrepreneurial spirit.
- Believe in less talk, more execution.
- Are passionate about the work they do.
Raise is an equal opportunity employer. We celebrate diversity and are committed to building an inclusive workplace.
About Raise Financial Services
We are building technology led financial products and infrastructure for India’s top 25Mn+ financially aware and literate users. Our product lines span investments, financing, insurance, payments, and wealth services. We will offer consumer products & services that cater to these users, and will offer the same technology & infrastructure to partners in the startup ecosystem willing to take the experience to everyone in India. Our focus is on 3 core aspects - build great products, deliver awesome experiences and provide exceptional customer services to our users.
Explore more:
- Company Website: www.raiseholding.co
- Investment Platform: www.dhan.co
Join us on our journey to build Raise!
Click on Apply to know more.