Senior Client Service Associate

6 hours ago

Delhi NCR, India Saxo Full time ₹ 6,00,000 - ₹ 12,00,000 per year

Role & responsibilities

Job Location - Gurugram

The Senior Client Service Associate (SCSA) is the face of Saxo towards Clients. The main responsibility of the position is to execute client service in a Professional manner driving positive NPS, adhering to the service processes and displaying compliant behavior and playing a pivotal role in driving the growth of our client base to further enhance the client experience.

  • Prospect Assessment: Evaluate potential clients' readiness to convert into active clients and integrate with Saxo Bank's new capabilities.
  • Lead Conversion: Manage administrative tasks efficiently to convert leads into new trading clients (NTC), ensuring a smooth transition.
  • Client Onboarding: Assist in the onboarding process, ensuring accuracy and adherence to all policies and procedures.
  • Policy Compliance: Ensure all activities are conducted prudently and in compliance with company policies and procedures.
  • Specialist Engagement: Collaborate with global sales, asset champions, onboarding, compliance, and sales trading teams to enhance the client experience.
  • Client Activation: Engage proactively with existing clients to add value and drive growth in existing client Total Relationship Earnings (TRE).
  • The position is mandated to Service clients within the structure and processes in Global Client Services.
  • The SCSA also is mandated to handle VIP clients request with priority, and to the extend of other tasks being assigned (training/feedback), ad hoc from the leader, to handle the planning and execution of these tasks.
  • Inbound phones
  • Outbound phones
  • E-mail
  • CRM cases
  • Tiered client set up with focus on tier1 and below clients

Preferred candidate profile

As a person you are known for your outmost professionalism, integrity and trustworthiness. You are a curious, collaborative and outgoing person that thrives in different environments. It will be an advantage if you have knowledge or hands-on experience within some of the following areas:

  • Candidate with for 3-5 years for Senior Associate
  • Minimum of 2 years of experience in a sales or business development role, with a proven track record of meeting sales-based targets and KPIs.
  • You have a strong commitment to delivering exceptional service towards clients
  • Strong knowledge and direct experience in equities, foreign exchange (FX), and derivatives/margin-based products.
  • Display excellent stakeholder management across Saxo Bank.
  • Basic mathematical skills, with the ability to perform simple calculations during client interactions without the use of calculators.
  • A team player willing to share experience and ideas as well as having the ability to communicate at different levels in the organization
  • Proactive work style with a growth-oriented mindset.
  • Experience from a client support role and the ability to liaise with clients in a timely professional manner
  • Ability to follow clear guidelines and to ensure adherence to all compliance policies and procedures
  • Comfortable in working in a Shift window - 24/5 rotational shifts.

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