Customer Relationship Management Specialist

Job Title: Business Analyst with CRM & Wealth Mgt

Experience: 8+ years

Location: Pune

Domain: Banking

Budget: upto 25LPA (on case-to-case basis)

Notice Period: upto 30 Days

The workweek will consist of three days at the client location, although this may change according to business needs.

Skillset:

8+ years in the technology change space with a background in CRM transformation initiatives in the financial/wealth management domain

Self-motivated, proactive and able to work independently, perform multiple tasks and take decisions where necessary, under minimal supervision

Should demonstrate accountability and ownership over and above assigned tasks

Strong analytical and logical thought process to be able to independently drive and influence positive changes

High level of curiosity and a keenness for constant improvement

Tenacious and resilient, able to operate in fast moving environment with attention to details

Good presentation skills, being able to structure the communication points & lead audiences through the key messages

Good team player and willingness to go the extra mile to achieve common team goals

Soft skills

Good communication skills, being able to speak the business and tech language

Good presentation skills, being able to structure the communication points & lead audiences through the key messages

Team player with an open mindset

Sense of ownership, not just passing the job

Domain or platform knowlegde / experience:

Closely with Emerging Markets Transformation team and business stakeholders for implementing solutions to business problems.

Interactions with business user communities

Able to drive discussions with user to understand and capture business requirements, and communicate / sell solution proposals

Handle & manage user queries, including e2e incident management

Support in overall Change Management, including interactions to drive up user awareness

Conduct training, develop training materials

Managing CRM SharePoint page

Managing solution design

Ability to collaborate with architects and development team to translate business requirements into solution designs

Creative thinking, think out of box

Good understanding of Salesforce capabilities and peripheral system capabilities

Good architectural awareness, take into consideration to develop lasting solution

Own UAT testing & managing BISO, TISO approvals, and L2 sign offs

Manage the Sprint demo, L1/L2 walkthrough and seeing through the sign offs

Able to work well with developers & testers and at times do mini- project management, as role will be critical in seeing through e2e lifecycle of an initiative

Managing interactions with other squads / tribes for dependencies / joint initiatives

Leading investigations into incidents / production issues / data inaccuracies

Good and structured investigative approach

Comfortable in handling large amount of data as may be required to do reconciliations