CRM Ms Dynamics

2 days ago

Maharashtra, India Zensar Technologies Full time

**Overview**:
Collaborate to enhance CRM for high-net-worth clients. Gather requirements, design solutions, and ensure data integrity, adhering to regulatory standards.

**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.

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