Senior Client Service Associate

saxobank; Gurugram District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Saxo Bank in Gurugram is seeking a Senior Client Service Associate to represent the firm to clients with high professionalism. You will deliver service aligned with processes, drive positive NPS, and help grow the client base while maintaining compliant behavior.

You will handle inbound/outbound calls, emails, and CRM cases; collaborate with global teams for onboarding and client activation, including VIPs, within a 24/5 shift framework.

Qualifications

• 3–5 years of experience for Senior Associate.
• Minimum of 2 years in sales or business development with a track record of targets.
• Strong knowledge of equities, FX and derivatives/margin-based products.
• Experience in client support and liaising with clients in a timely, professional manner.
• Ability to follow clear guidelines and adhere to compliance policies.

Responsibilities

• Prospect assessment and readiness evaluation to convert leads into active clients.
• Lead conversion and administrative tasks to onboard new trading clients.
• Assist in onboarding, ensuring accuracy and policy adherence.
• Collaborate with global teams to enhance client experience.
• Engage VIP clients with priority handling and proactive service.
• Manage inbound/outbound calls, emails, and CRM cases.
• Operate within 24/5 shift rotations to service clients.

Skills

Client service

Sales

Stakeholder management

Communication

Problem solving

Tools

CRM systems

Job description

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 and displaying compliant behavior 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 serious, 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!