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Senior Client Service Associate

Company

Saxo Bank

Location

Gurugram, Haryana

Type

Full time

Location - Gurugram (Onsite)

The Senior Client Service Associate (SCSA) is the face of Saxo towards Clients. The mainresponsibility of the position is to executeclient service in a Professional manner driving positive NPS, adhering to the service processes and displayingcompliantbehavior 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 complia...

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