crm sme – workflow implementation for banking operations

2 days ago


Gurugram, India Multicloud4U® Technologies Full time

About the Role:

We are seeking a Subject Matter Expert (SME) in CRM Workflows to lead the design and implementation of automated workflows for banking operations. The ideal candidate will have deep expertise in CRM platforms, process automation, operational efficiency, and compliance-driven workflow optimization.

Key Responsibilities:

  1. Lead the design, configuration, and deployment of automated workflows within the CRM system for banking operations.
  2. Collaborate with stakeholders to map existing processes and optimize them through workflow automation.
  3. Ensure seamless integration of CRM workflows with core banking systems, contact center solutions, and digital banking platforms.
  4. Define and implement role-based access controls, approval hierarchies, and case management processes.
  5. Work on customer onboarding, account maintenance, KYC, loan processing, dispute resolution, and service request automation.
  6. Ensure compliance with banking regulations, data security policies, and audit requirements.
  7. Leverage AI-powered automation, predictive analytics, and rule-based triggers to enhance process efficiency.
  8. Oversee testing, user acceptance, and training to ensure a smooth transition to automated workflows.
  9. Continuously assess and refine workflows to improve efficiency, accuracy, and turnaround time.

Required Skills & Experience:

  1. 5+ years of experience in CRM workflow implementation within banking or financial services.
  2. Hands-on expertise with CRM platforms (Salesforce, Microsoft Dynamics, Pega, or equivalent).
  3. Strong knowledge of workflow automation, business process modelling (BPM), and case management.
  4. Experience in multi-country, multi-currency banking operations.
  5. Understanding of compliance frameworks, risk management, and regulatory reporting.
  6. Hands-on experience with API integrations, RPA, and AI-driven process automation.
  7. Strong stakeholder management and training experience for end-user adoption.

Preferred Qualifications:

  1. Certifications in CRM platforms (Salesforce, MS Dynamics, Pega, or equivalent).
  2. Experience in AI-driven process automation and digital banking transformation.

Background in compliance-driven workflow optimization for banking operations


  • CRM Sme

    6 days ago


    Gurgaon South City II, Gurugram, Haryana, India Multicloud4u Technologies Full time

    **About the Role**: **Key Responsibilities**: - Lead the **design, configuration, and deployment of automated workflows** within the CRM system for **banking operations**. - Collaborate with stakeholders to map **existing processes** and optimize them through **workflow automation**. - Ensure seamless **integration of CRM workflows with core banking...


  • Gurugram, India Superleap Full time

    Role Summary The CRM Product Implementation Specialist is a client-centric technical role responsible for ensuring successful deployment, configuration, and adoption of Superleap AI CRM for enterprise clients. You will act as the product subject matter expert (SME), bridging the gap between client requirements and technical execution. With a deep...

  • CRM Manager

    2 days ago


    Gurugram, India Vidal Health Insurance TPA Full time

    Job Title: CRM Manager TPA Industry Industry: Health Insurance / Third Party Administration Role Objective To lead and optimize the organizations CRM strategy, ensuring seamless client interactions, data integrity, and service delivery across health insurance workflows. The CRM Manager acts as a bridge between technology, client servicing, and operational...

  • waf sme

    2 days ago


    Gurugram, India Outworx Solutions Full time

    Level: L3 Managing both on-prem and cloud-based WAF deployments: Citrix NetScaler: Oversee 4 SDX appliances and 11 VPX instances (3 cloud + 8 on-prem), supporting ~1500 internet-facing applications Imperva WAF: Manage gateway appliances and virtual deployments, ensuring high availability, low latency, and SSL acceleration Configure and maintain WAF policies,...

  • Associate - CRM

    2 weeks ago


    Gurugram, Haryana, India Acuity Knowledge Partners Full time

    **Job Title -** Associate (CRM - Deal Cloud)** **Experience Level**- 2 to 4 Years **Location -**Gurgaon **Job Summary** **Key Responsibilities** - Managing data and pipeline status on CRM - Updating meeting notes and other deal related data for investment bank team - Take new initiatives and share ideas for reporting and managing data on CRM - Ability to...

  • CRM Manager

    2 days ago


    Gurugram, India RISEONIC REALTY PRIVATE LIMITED Full time

    CRM Manager Job Profile (Real Estate Experience is Mandatory) A CRM (Customer Relationship Management) Manager in the real estate sector plays a pivotal role in managing client relationships, ensuring customer satisfaction, and supporting sales and post-sales processes. This position is critical for both residential and commercial real estate projects. Key...


  • Gurgaon Sector 17, Gurugram, Haryana, India HostBooks Limited Full time

    **Job Title**: CRM Implementation Executive **Location**: Gurgaon, India **Division**: CRM Implementation **Experience Required**: - **Total**: Minimum 3 years - **CRM-Specific**: Minimum 1 year **Key Responsibilities**: - Communicate effectively with customers in both English and Hindi. - Respond to inbound queries and provide outbound support for...

  • Business Analyst

    1 day ago


    Gurugram, India Obrimo Technologies Full time

    About the Role We are seeking an experiencedSalesforce nCino Business Analystto join our team. The ideal candidate will have deep expertise inBanking & Financial Services workflows, hands-on knowledge ofnCino Loan Origination System (LOS), and strongSalesforce platform experience. You will act as a bridge between business stakeholders and technical teams,...


  • Gurugram, India RMT Engineering Full time

    Job Description – Technical and Implementation Lead (CRM & GenAI CX Solutions) Location: Gurgaon (Onsite) Position Overview We are looking for aTechnical Leadwith strong hands-on experience in CRM ticketing systems, dialer integrations, and client implementations. The ideal candidate should come from thecontact center industry, have proven coding...


  • Gurugram, Haryana, India NTT DATA Full time

    **Summary of role**: **We're looking for someone who will**: - Be the primary point of contact to various stakeholders, including but not limited to Business stakeholders, Delivery squads, Design & Development teams. - Collaborate with business Stakeholders to understand their business requirements and objectives - Ensure that the requirements are clearly...