Client Service Associate Client Management

Saxo Bank; Gurugram District; On-site; INR 600,000 - 900,000; Full time

Job summary

Saxo Bank in Gurugram seeks an Associate, Client Management to oversee critical client processes on-site. You will handle bulk updates, probate and bankruptcy cases, and GDPR compliance while building strong client relationships and ensuring accuracy in data handling.

Ideal candidates will bring 2–3 years in client management within financial services, familiarity with CRM and data analytics tools, and a keen eye for detail and regulatory requirements.

Qualifications

• Experience with CRM systems and data analytics tools.
• Knowledge of legal processes related to deceased and bankruptcy cases.
• Bachelor’s degree in business administration, Finance, or related field.
• Minimum of 2-3 years in client management, preferably within the financial services industry.
• Strong understanding of GDPR and other data protection regulations.
• Strong problem-solving skills and attention to detail.
• Excellent communication and interpersonal skills.
• Proficiency in data management tools and software.
• Ability to work independently and as part of a team in a fast-paced environment.

Responsibilities

• Coordinate and execute bulk updates to client records with accuracy.
• Manage probate and bankruptcy cases per regulatory requirements.
• Conduct GDPR compliance activities and regular data audits.
• Maintain strong client relationships and address inquiries.
• Identify and implement process improvements to boost efficiency.

Skills

CRM systems

Data analytics

GDPR knowledge

Attention to detail

Communication skills

Data management tools

Education

Bachelor’s degree in business administration, Finance, or related field

Tools

CRM software

Data analytics tools

Data management software

Job description

Job Description:

Location - Gurugram (On-site)

The Associate, Client Management, plays a crucial role in managing and executing client-related processes, particularly focusing on bulk updates, deceased and bankruptcy cases, and GDPR compliance activities. This position requires a detail-oriented professional with strong analytical skills and a deep understanding of regulatory requirements.

Responsibilities

• Bulk Updates Management: Coordinate and execute bulk updates to client records, ensuring accuracy and compliance with internal policies. Collaborate with IT and other departments to streamline processes and improve data management systems.
• Probate and Bankruptcy Case Handling: Manage and process cases involving deceased clients and bankruptcies, ensuring all legal and procedural requirements are met. Liaise with legal teams, external partners, and family members to facilitate smooth transitions and resolve any issues.
• GDPR Compliance Activities: Ensure all client data management activities comply with GDPR and other relevant data protection regulations. Conduct regular audits and reviews of data handling processes to identify and mitigate risks.
• Client Relationship Management: Maintain strong relationships with clients, providing exceptional service and support. Address client inquiries and concerns promptly, ensuring a high level of client satisfaction.
• Process Improvement: Identify opportunities for process improvements and implement solutions to enhance efficiency and effectiveness. Stay updated on industry trends and regulatory changes to ensure best practices are followed.

Your Profile

• Experience with CRM systems and data analytics tools.
• Knowledge of legal processes related to deceased and bankruptcy cases.
• Bachelor’s degree in business administration, Finance, or a related field.
• Minimum of 2-3 years of experience in client management, preferably within the financial services industry.
• Strong understanding of GDPR and other data protection regulations.
• Strong problem-solving skills and attention to detail.
• Excellent communication and interpersonal skills.
• Proficiency in data management tools and software.
• Ability to work independently and as part of a team in a fast-paced environment.

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 11 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!

Requirements: