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FSRC -BT INS - Sales and CRM BA

FSRC -BT INS - Sales and CRM BA

1 - 4 years

3 - 6 Lacs

kolkata

Posted:-1 days ago| Platform:

Apply

Skills Required

assurance insurance sales sales planning consulting microsoft dynamics customer engagement business case test case design salesforce crm

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role Sales and CRM BA

Level

- Senior

, Skills and Expertise -

Act as a trusted advisor in understanding and analysing clients business problem / vision, conduct current state assessment with business stakeholders via workshop, questionnaire, interview etc, analyse the collected datapoints / artefacts and provide meaningful insights / recommendations for future state design.

Any of below domain / function expertise are preferred

Sales and CRM

B2B / B2C sales strategy, sales planning, lead & funnel mgmt., field & territory mgmt., Customer Relationship Management (CRM) capabilities, Sales operating models design, business case & transformation roadmap development.

Design and implement CRM strategies tailored to the insurance sector, focusing on customer engagement, retention, and satisfaction.
Hands on experience in capturing business requirements for CRM capability implementation.
Work closely with cross-functional teams, including sales, marketing, and IT, to align CRM initiatives with business objectives.
Strong understanding of CRM platforms (e.g., Salesforce, Microsoft Dynamics) and their application in the insurance industry
Document user stories, and acceptance criteria while collaborating with onshore counterpart(s).
Support test planning, test case design, test execution along with business stakeholders.

"Must have vertical & Industry Experience in Insurance sales / CRM transformation."

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FSRC -BT INS - Sales and CRM BA