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CRM MS DYNAMICS - FUNCTIONAL-FUNCTIONAL BA - MS DYNAMICS / Pune / 2025
Zensar
Roles and Responsibilities:
Requirements Gathering:
Collaborate with stakeholders to document CRM requirements for high-net-worth clients.
Conduct workshops and interviews to capture business needs.
System Analysis and Design:
Analyze existing CRM systems, design solutions for private banking.
Data Management:
Ensure data integrity and security within the CRM system.
Collaborate on robust data management practices.
Implementation and Testing:
Work with development teams, conduct user acceptance testing.
User Training and Support:
Develop and deliver training for private banking staff.
Provide ongoing support, address inquiries.
Reporting and Analytics:
Design reports and dashboards for private banking insights.
Utilize analytics to improve client satisfaction.
Continuous Improvement:
Identify opportunities to enhance CRM capabilities.
Stay informed about industry trends and regulations.
Stakeholder Communication:
Communicate effectively with private banking stakeholders.
Qualifications:
Bachelor’s degree in Business, Finance, or related field.
Proven experience as a Business Analyst in private banking CRM.
Familiarity with CRM platforms (e.g., Salesforce, Microsoft Dynamics).
Excellent communication and project management skills.
Preferred:
CRM certifications relevant to private banking.
Experience with CRM integrations in financial services.
Knowledge of regulatory standards related to private banking data.
Proficiency in data visualization tools.
Vacancies & Eligibility Criteria:
| Post | Vacancy | Age | Qualification | Pay |
|---|---|---|---|---|
| CRM MS DYNAMICS - FUNCTIONAL-FUNCTIONAL BA - MS DYNAMICS | Bachelor’s degree in Business, Finance, or related field | as per norms |
Apply Mode:
How To Apply:
| Important Link | |
|---|---|
| Apply here | Click Here |
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