CRM Senior Business Analyst

Company Description

HDFC Sales Private Limited is a subsidiary of HDFC Bank Ltd, established to offer exceptional doorstep financial services to prospective clients of the HDFC group. The company provides a diverse range of financial solutions, including Home Loans, Life Insurance, and General Insurance. With a customer-centric approach, HDFC Sales is committed to delivering tailored financial services to meet individual needs efficiently and effectively.

Role & responsibilities

• Managing and maintaining the CRM system, including user access, permissions, and data integrity.
• Providing technical support to end-users, troubleshooting issues, and resolving bugs.
• Updating the CRM & Business system with new features, customizations, and integrations.
• Ensuring the accuracy and consistency of customer data within the CRM & Business system.
• Analyzing CRM data to identify trends, patterns, and insights.
• Developing and implementing reports and dashboards to track CRM & Business performance.
• Working with other IT systems & Vendor to integrate CRM data with other business applications.
• Automating tasks and processes within the CRM system to improve efficiency.
• Developing custom applications and integrations to meet specific business needs.
• Working with business stakeholders to understand their CRM & Business requirements and needs.
• Communicating technical information to non-technical users in a clear and concise manner.
• Participating in project planning and implementation.
• Developing and delivering training materials on how to use the CRM & Business system.
• Creating and maintaining documentation on CRM & Business processes and procedures.
• Keeping up to date on the latest CRM & Business/Sales technologies and trends.
• Identifying opportunities to improve the CRM & Business/Sales system and its functionality.

Preferred candidate profile

• Proficiency in CRM/Sales Performance software (e.g., Salesforce, Dynamics 365, CRM Nxt, Power BI etc).
• Knowledge of database management and data analytics.
• Experience with integration and automation tools.
• Storing understanding of APIs and under CRM related technology
• Understanding of CRM & Business application processes and best practices.
• Ability to communicate effectively with both technical and non-technical audiences.
• Strong problem-solving and analytical skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong organizational and time management skills.

Required Experience: 12+ years

Interested candidates can send their resume at ankita.patil@hdfcsales.co.in