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 Skilled 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:
- Candi

📌 Senior Client Service Associate (Gurugram)
🏢 Saxo Bank
📍 Gurugram