Sr Client Service Associate
Saxo Bank · Gurugram · onsite · Posted 1d ago
Undisclosed3–5 yrsfulltimeSourced from
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About this role
Job Summary
Responsibilities
Your profile
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
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 Banks 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).
- Client service mandate: The position is mandated to Service clients within the structure and processes in Global Client Services.
- VIP handling: The SCSA also is mandated to handle VIP clients requests with priority, and to the extent of other tasks being assigned (training/feedback), ad hoc from the leader, to handle the planning and execution of these tasks.
- Inbound Phones: Inbound phones
- Outbound Phones: Outbound phones
- E-mail: E-mail
- CRM cases: CRM cases
- Tiered client setup: 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.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
Global SalescrmOnboarding ProcessFXForeign exchangePolicy ComplianceOutboundClient OnboardingClient SupportEquitiesNPSBusiness DevelopmentOnboardingStakeholder ManagementSalescompliancelead conversioninboundTrading
About Saxo Bank
Saxo Bank
FinTech
1.3k+
employees
1992
34 years old
Copenhagen,Capital Region
India
₹16.9L PA avg
Avg at Saxo Bank
About
Saxo Bank A/S is a fully licensed and regulated Danish bank with an online trading platform that empowers you to invest across global financial markets.
Industries
FinTechFinancial ServicesInternetInvestment Banking / Venture Capital / Private Equity
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