Senior Client Service Associate

The Senior Client Service Associate (SCSA) at Saxo Bank in Gurugram is responsible for delivering professional client service, driving positive NPS, and adhering to service processes. Key tasks include assessing prospects, converting leads, assisting with client onboarding, ensuring policy compliance, and proactively engaging with existing clients to enhance their experience and drive growth. The role involves collaborating with various internal teams and handling client requests via phone, email, and CRM, with a focus on VIP clients.

Must Have

• Evaluate potential clients' readiness to convert.
• Manage administrative tasks to convert leads into new trading clients.
• Assist in client onboarding, ensuring accuracy and policy adherence.
• Conduct all activities in compliance with company policies and procedures.
• Collaborate with global sales, onboarding, compliance, and sales trading teams.
• Proactively engage with existing clients to add value and drive growth.
• Service clients within Global Client Services structure and processes.
• Handle VIP client requests with priority.
• Manage inbound phones, outbound phones, email, and CRM cases.
• Minimum of 2 years of experience in a sales or business development role.
• Proven track record of meeting sales-based targets and KPIs.
• Strong knowledge and direct experience in equities, foreign exchange (FX), and derivatives/margin-based products.
• Display excellent stakeholder management.
• Basic mathematical skills for client interactions.
• Comfortable in working in a Shift window - 24/5 rotational shifts.

Good to Have

• 3-5 years of experience for Senior Associate.
• Experience from a client support role.
• Proactive work style with a growth-oriented mindset.
• Curious, collaborative, and outgoing personality.
• Team player willing to share experience and ideas.
• Ability to communicate at different levels in the organization.
• Ability to follow clear guidelines and ensure adherence to compliance policies.

Perks & Benefits

• Become a Saxonian and part of a purpose-driven organisation.
• Opportunity to make a true impact.
• Investment in your development and a robust career.
• Join 2,500 ambitious colleagues across 15 countries.
• Work in an international organisation valuing diversity and inclusion.
• Encouraged open feedback culture and supportive team environments.
• Dynamic learning journey and immense career opportunities.

Senior Client Service Associate

Location - Gurugram (Onsite)

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, displaying compliant behaviour, and playing a pivotal role in driving the growth of our client base to further enhance the client experience.

Responsibilities

• 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

Your 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.

We get curious people invested in the world

When you work at Saxo, you become a Saxonian and part of a purpose-driven organisation, where good ideas are always taken seriously, and where you can make a true impact. We are invested in your development, and you can expect a robust career from day one when you join Saxo – no matter which role you take on.

You will join 2,500 other ambitious colleagues across 15 countries and become part of an international organisation. Working in Saxo, you will get to meet colleagues from many different cultures and backgrounds, and you should know that we value diversity and inclusion and see it as a genuine source of strength to drive growth, foster innovation and position us for long-term success.

We encourage an open feedback culture and supportive team environments enabling employees to grow and fulfil their career aspirations.

When you bring passion, curiosity, drive and team spirit, your learning journey will be dynamic and your career opportunities in Saxo will be immense.

At Saxo we don’t just offer a job – we offer an opportunity to invest in your future!

How to apply :

Click here to create an account and upload your resume and a short motivation. We look forward to getting to know you better!

Welcome to Saxo Bank

About Saxo Bank

Support our purpose

We believe access to global capital markets is not only for the privileged few. Our vision is to enable people to fulfill their financial aspirations to make an impact. That’s why we use the power of technology to deliver clients what they need, when they need it in a user-friendly and personalised experience. We aim to deliver the world’s most user-friendly and personalized trading and investment platform experience, which gives our clients exactly what they need to make more informed investment decisions.

Be part of a unique journey

Do you want to work for an extremely ambitious organisation at the cutting edge of banking and technology? You’ll be joining a company that:

. Continuously strives to improve the Saxo Experience and exceed our clients’ expectations.

. Always invests in the future

. Builds unrivalled platforms for seasoned and experienced investors and wholesale clients that provide real-time access to global capital markets.

. Consistently wins the highest accolades for our platforms, products and services.

Own your future

So, if you’re up for the challenge of breaking down barriers in global financial markets, we’re always looking for ambitious and enthusiastic people who share our passion for clients, technology and innovation and can bring new perspectives to our diverse team.

For more on our story, culture and identity, please read the Saxo Bank Foundation, written by our CEO and founder Kim Fournais.

More about Saxo Bank

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