Aditya Phadke
Assistant Manager - Trade Operations
Mumbai,MH
Summary
Dynamic professional with a robust background in customer service, sales and trade operations analysis, consistently driving sales performance and managing client relationships with precision. Expertise in ensuring seamless trade execution is complemented by exceptional interpersonal skills that facilitate effective communication and efficient issue resolution in fast-paced environments. Proven ability to enhance operational efficiency through adept time management, problem-solving, and cross-functional collaboration. Eager to leverage diverse experience in a challenging role to contribute significantly to organizational growth and success.
Overview
9
9
years of professional experience
5
5
Languages
Work History
Assistant Manager of Operations
Ticker Ltd.
03.2025 - Current
- Led a 10-member trade ops team, implementing SOPs and tracking KPIs to drive efficiency and reduce errors.
- Analyzed Spot, Margin, & Futures volumes; built MIS reports to monitor key trading and operational metrics.
- Oversaw P2P dealings and developed content & strategy for F&O (Options) trading.
Senior Trade Operations Analyst
CoinDCX
11.2022 - 03.2025
- Maintained accurate trade balances and ensured timely settlement of trade exposures; identified optimal trading pairs to manage risk and improve efficiency.
- Managed listing/delisting of spot & futures pairs using automated bots; monitored bot performance to reduce manual work and speed up market operations.
- Prepared detailed trade & financial reports for senior management, offering insight into operational efficiency and financial health.
- Resolved real-time trade issues (order book, liquidity, execution); continuously analysed market trends to optimise pair offerings and boost user engagement.
Customer Success Specialist
CoinDCX
11.2021 - 10.2022
- Resolved customer issues via email & chat (Haptik, Sprinklr, Zendesk), delivering tailored solutions and achieving high first-contact satisfaction.
- Tracked and prioritized cases using ticketing tools; escalated complex queries cross-functionally while maintaining thorough case documentation.
- Analysed recurring issues and suggested process/tools improvements to streamline support workflows and improve response efficiency.
Customer Service Executive
India Infoline Ltd
05.2021 - 10.2021
- Presented product/service benefits clearly via email, chat & call channels to help customers make informed decisions.
- Escalated high-priority issues promptly and processed customer orders quickly to protect revenue and boost satisfaction.
- Delivered accurate company policy information and personalized advice, tailoring solutions to customer needs and preferences.
- Established benchmarks and maintained standards for service quality; worked with teams to resolve complex issues and improve overall support processes.
Relationship Manager
India Infoline Ltd.
08.2020 - 05.2021
- Guided clients on trading, investment planning, and portfolio building; cultivated strong relationships with new & existing clients to enhance their trading experience.
- Monitored and analyzed customer feedback & data; identified opportunities for improving services and maximizing satisfaction.
- Managed client databases to maintain accurate records; proactively drove revenue via upselling and tailored engagement.
Sales Manager
SBICAP Securities
01.2020 - 08.2020
- Led a team of 15 Relationship Officers + 5 Marketing Executives, pushing performance to meet business & service targets.
- Acquired & activated new broking clients (online & HNI); sourced business via bank branches and open market channels.
- Delivered client onboarding & demos; built strong relationships through follow-ups, tailored investment/advice and cross-selling Mutual Funds, Demat, Insurance.
- Advised existing clients on financial products; ensured high engagement and boosted revenue via personalised client strategies.
Sales Officer
ICICI Bank
01.2019 - 12.2019
- Marketed and sold credit card products by identifying customer needs and delivering tailored, value-driven solutions.
- Prospected and engaged potential buyers, building strong relationships to drive sign-ups and sales growth.
- Led and monitored a 20-member sales team (DSA & branch banking), setting targets and optimizing performance.
- Managed end-to-end credit card processing and forecasting sales targets, ensuring accurate onboarding and achievement of business objectives.
Sales Executive
MW Chopde and Associates
02.2017 - 12.2018
- Provided expert guidance on equity and commodity markets, aligning strategies with clients' financial goals to maximize returns.
- Led the sales and distribution of financial products, including Demat accounts, mutual funds, and insurance, ensuring informed investment decisions.
- Offered personalized financial advice, tailoring portfolios to clients' risk profiles and preferences for long-term objectives.
- Cultivated strong client relationships through regular reviews and strategic adjustments, enhancing overall satisfaction and engagement.
Intern
Angel Broking Pvt Ltd.
11.2016 - 03.2017
- Developed expertise in financial products, market trends, and trading strategies, providing clients with informed investment advice.
- Created diversified portfolios tailored to clients' financial goals and risk profiles, enhancing investment outcomes.
- Cultivated strong client relationships through effective communication and personalized financial guidance.
- Streamlined team operations by delivering efficient clerical support, contributing to overall workflow efficiency.
Education
Masters of Commerce - Business Management
Ghanshyamdas Saraf College
01.2019
B.Com - undefined
Ladhidevi Ramdhar Maheshwari College
01.2017
HSC - Commerce
Durgadevi Saraf College
01.2014
SSC - undefined
Shree Shivaji Preparatory Military School
01.2012
Skills
- Customer Service
- Ability to Multitask
- Ability to Work Under Pressure
- Problem Solver
- Team Player
- Creative Thinking
- Highly responsible and reliable
Timeline
Assistant Manager of Operations
Ticker Ltd.
03.2025 - Current
Senior Trade Operations Analyst
CoinDCX
11.2022 - 03.2025
Customer Success Specialist
CoinDCX
11.2021 - 10.2022
Customer Service Executive
India Infoline Ltd
05.2021 - 10.2021
Relationship Manager
India Infoline Ltd.
08.2020 - 05.2021
Sales Manager
SBICAP Securities
01.2020 - 08.2020
Sales Officer
ICICI Bank
01.2019 - 12.2019
Sales Executive
MW Chopde and Associates
02.2017 - 12.2018
Intern
Angel Broking Pvt Ltd.
11.2016 - 03.2017
B.Com - undefined
Ladhidevi Ramdhar Maheshwari College
HSC - Commerce
Durgadevi Saraf College
SSC - undefined
Shree Shivaji Preparatory Military School
Masters of Commerce - Business Management
Ghanshyamdas Saraf College
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