Senior Business Solutions Expert

11 hours ago

Agra, Uttar Pradesh, India beBeeBusiness Full time ₹ 9,00,000 - ₹ 17,50,000
Job Description

We are seeking a seasoned business solutions expert to bridge business and technical teams. The ideal candidate will have deep expertise in banking and financial services workflows, loan origination systems, and salesforce platform experience.

  • Partner with stakeholders to gather, analyze, and document business requirements for salesforce & nCino solutions.
  • Translate business needs into functional and technical requirements for development teams.
  • Drive end-to-end delivery of nCino modules including commercial lending, retail banking, deposit account opening, treasury, and workflow automation.
  • Conduct gap analysis, process mapping, and recommend system enhancements aligned with banking operations.
  • Collaborate with salesforce admins, developers, architects, and QA teams.
  • Configure nCino features including credit memo, collateral, document manager, covenant tracking, approval processes, and workflow automation.
  • Support UAT, training, and change management activities.
  • Ensure compliance with industry standards, regulatory requirements, and best practices.
  • Troubleshoot production issues and provide ongoing system enhancements.
Required Skills & Qualifications
  • 6+ years of experience as a business analyst, with at least 3+ years focused on salesforce and nCino implementations in banking/financial institutions.
  • Strong knowledge of commercial lending, loan origination, treasury management, and banking operations.
  • Hands-on experience in nCino modules such as: loan origination system (LOS), credit memo, collateral, covenant tracking, deposit account opening, and workflow/approval processes.
  • Expertise in salesforce CRM (service cloud, sales cloud, communities, lightning).
  • Ability to create user stories, process flows, functional specs, and test cases.
  • Experience with agile/scrum methodology.
  • Strong understanding of data migration, integrations (APIs, middleware), and reporting tools.
  • Excellent communication, stakeholder management, and problem-solving skills.
Preferred/Good-to-Have
  • Salesforce certified administrator or business analyst certification.
  • Ncino 201 or 301 certifications.
  • Knowledge of regulatory compliance, KYC, AML, and risk management in banking.
  • Experience in global banking digital transformation projects.

Education:

  • Bachelor's degree in computer science, information technology, business administration, or related field.
  • Master's degree (MBA / MS) preferred but not required.

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