Senior Client Service Associate

Saxo Bank; Gurugram District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Saxo Bank Gurugram onsite is seeking a Senior Client Service Associate to professionally service clients, assess readiness, convert leads, and support onboarding.

You will collaborate with sales, onboarding, compliance and trading teams to enhance client experience, manage VIP requests, and ensure adherence to policies. A strong client-service mindset and knowledge of equities, FX, and derivatives are essential.

Qualifications

• 3–5 years for Senior Associate is required.
• Minimum 2 years in sales or business development with a track record of meeting KPIs.
• Strong commitment to delivering exceptional client service.
• Strong knowledge of equities, FX, and derivatives/margin products.
• Excellent stakeholder management across Saxo Bank.
• Good maths ability for client interactions without a calculator.
• Team player who can communicate at different levels.
• Willingness to work in a 24/5 rotational shift.
• Ability to follow compliance policies and procedures.

Responsibilities

• Prospect assessment and readiness to convert potential clients.
• Lead conversion by managing administrative tasks to convert leads into trading clients.
• Client onboarding assistance with accuracy and policy adherence.
• Ensure activities comply with company policies and procedures.
• Collaborate with global sales, onboarding, compliance and sales trading teams.
• Engage existing clients to drive growth in TRE and value.
• Service clients within Global Client Services structure and processes.
• Handle VIP client requests and other tasks as assigned by leadership (training/feedback).
• Manage inbound/outbound calls, emails and CRM cases.
• Tiered client setup focusing on tier1 and below clients.

Skills

Client service

Sales targets

Stakeholder mgmt

Equities knowledge

FX knowledge

Derivatives trading

Team player

Shift work

Communication

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 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!