Senior Client Service Associate
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...