SeniorClientServiceAssociate

**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 wit