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.
