Senior Client Service Associate

Key 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).
• The position ismandatedto Serviceclientswithinthestructureandprocessesin Global Client Services.
• The SCSAalsoismandatedto handle VIPclientsrequestwithpriority, and to theextendofothertasksbeingassigned(training/feedback), ad hoc from theleader, to handle theplanningandexecutionofthesetasks.
• Inboundphones
• Outboundphones
• E-mail
• CRM cases
• Tieredclientset up - withfocuson tier1 andbelowclients

Yourprofile

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
• Fluent in English and Hindi/Urdu; proficiency in Arabic is a plus.
• Strong knowledge and direct experience in equities, foreign exchange (FX), andderivatives/margin-basedproducts.
• 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.