Senior Client Service Associate

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

Job summary

Saxo Bank Gurugram is seeking a Senior Client Service Associate to be the face of Saxo towards Clients, delivering professional service and driving client growth while adhering to policies. The role focuses on converting prospects, onboarding clients, and maintaining compliance within a fast-paced, client-centric environment.

The position requires 3–5 years in a similar role and 2+ years in sales or business development with a proven KPI track record.

Qualifications

• 3–5 years as Senior Associate or similar role
• 2+ years in sales or business development with KPIs
• Strong commitment to delivering exceptional client service
• Experience with equities, FX and derivatives/margin products
• Excellent stakeholder management across the organization
• Team player with proactive growth mindset
• Ability to follow compliance policies and guidelines

Responsibilities

• Prospect assessment to convert potential clients into active clients
• Lead conversion and efficient handling of administrative tasks
• Assist in onboarding with accuracy and policy adherence
• Collaborate with global sales and onboarding teams to enhance client experience
• Activate existing clients and grow TRE; handle VIP requests
• Handle inbound/outbound calls and email CRM cases
• Manage tier1 and below client setups and shift coverage

Skills

Client service

Sales targets

Stakeholder management

Shift work

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).
• Service clients within the structure and processes in Global Client Services.
• 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

Profile

• 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!

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.

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