Harsh Mahesh Upadhyay
Client Trade Support Manager at Zerodha
- Role
- Manager - Trade Support at Zerodha
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Harsh Mahesh Upadhyay
Client Support Manager with 6 years of experience.
Experience
Manager - Trade Support
Jul 2021 — Present · Mumbai, IN
Trade support for equity, mutual fund, equity derivatives, commodity derivatives, currency derivatives.Handling investor grievances related to trades, holdings, and margins.Resolving trade related problems such as order rejections, mismatches, and system errors.Working closely with the RMS team for margin, risk checks, and RMS blocks.Coordinating with the Compliance team for regulatory requirements and the Technology team to resolve system or platform related problems, and ensuring smooth trading operations.Reconciliation of Trades, P&L, Contract note, and Fund statements.
Skills
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Powerpoint
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