Assistant Manager – Technology Consulting (CRM – Banking Domain)

Job Title: Assistant Manager – Technology Consulting (CRM – Banking Domain) Location: Chennai Delivery Mode: Onsite (100%) Duration: 6 Months (Extendable up to 6–12 Months Based on Project Need) Payroll: Third-Party Experience: 5–8 Years Contact Email: sreevidhya@tracetech.in

Important Note – Please Read Before Applying Not considering candidates who cannot join within 30 days. Minimum banking domain experience is mandatory. Only CRM experience in Banking/Financial Services will be shortlisted.

Role OverviewWe are looking for an experienced Technology Consulting professional with strong CRM implementation experience in the Banking or Financial Services domain. The role requires solid architecture knowledge, technical understanding, and close collaboration with business, IT, compliance, and vendor teams.

Key Responsibilities Lead technical discovery of CRM systems, data flows, and integration points. Define target CRM architecture including data models, APIs, middleware, and security layers. Understand CRM lifecycles, functional journeys, and banking integrations. Plan integrations with core banking, digital channels, analytics platforms, and third-party services. Translate business requirements into technical specs, solution blueprints, and implementation roadmaps. Define data exchange protocols, synchronization, and error-handling mechanisms. Assess data quality and define CRM data migration strategies including cleansing, mapping, and transformation. Ensure CRM architecture complies with banking regulations and data privacy standards. Prepare technical documentation, architecture diagrams, and lead end-to-end CRM program lifecycle.

Required Skills & Experience CRM implementation experience in Banks or Financial Services. Strong understanding of CRM platforms & enterprise integrations. Hands-on experience with: API management Data modeling Middleware Cloud platforms Knowledge of banking compliance, customer data privacy, and digital transformation. Experience with Microsoft Dynamics / Salesforce / Zoho CRM preferred. Strong communication and stakeholder management skills.

Domain Expertise – Mandatory CRM in Banking Space Banking processes, data models, customer journeys, and compliance frameworks.

To Apply / Share Profiles: Email: sreevidhya@tracetech.in

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Job Type: Full-time

Pay: ₹75,000.00 - ₹150,000.00 per year

Benefits:

• Health insurance

Work Location: In person