HDB Financial Services

2 weeks ago


Mumbai, India HDB Financial Services Ltd Full time

Requirement Gathering & Translation :- Elicit and document business needs from sales, marketing, and customer service departments and translate them into functional requirements for the CRM system.System Optimization :- Analyze CRM systems and processes to identify areas for improvement, streamline workflows, and enhance operational efficiency.Data Analysis :- Examine customer data and market trends to provide actionable insights for sales and marketing campaigns, product strategies, and improved customer experiences.Stakeholder Collaboration :- Serve as a liaison between business users, the IT department, and development teams, ensuring effective communication and alignment on CRM initiatives.Testing & Implementation Support :- Develop test cases, conduct functional testing, and support the implementation of new CRM features and solutions.User Support & Training :- Provide ongoing support, troubleshoot issues, train new users, and create documentation for the CRM system.Reporting :- Create reports and dashboards to track key performance indicators (KPIs) and present findings to stakeholders.Mandatory Skills Required :- Must have worked on CRM System.- Must have worked on Lead Management, LOS / LSM System.- Must have experience of Business Analyst role .- 2 to 6 yrs.- Excellent in communication with Stakeholder, Internal Team and Other Team Members.- Must have worked on Agile Methodology, Sprint Plan, Documentation of CR/ New Requirement, Review Test Cases, Flow Charts and Tracking of Defects . (ref:hirist.tech)



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