Banking & Financial Services Specialist

7 hours ago

Gandhinagar, Gujarat, India beBeeBusiness Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
About the Role

We are seeking a seasoned Business Operations Professional to fill this position. The ideal candidate will have deep expertise in Banking & Financial Services workflows, hands-on knowledge of nCino systems, and strong Salesforce platform experience.

Key Responsibilities

  • Partner with stakeholders (Business, Product Owners, SMEs) 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 to ensure proper design and delivery.
  • 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

Successful candidates will possess:

  • 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.
Benefits

This role offers:

  • Salesforce Certified Administrator or Business Analyst certification.
  • nCino 201 or 301 certifications.
  • Knowledge of Regulatory Compliance, KYC, AML, and Risk Management in banking.
Education

Candidates should hold:

  • 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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