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 systems, contact center solutions, and digital banking platforms**.
- Define and implement **role-based access controls, approval hierarchies, and case management processes**.
- Work on **customer onboarding, account maintenance, KYC, loan processing, dispute resolution, and service request automation**.
- Ensure compliance with **banking regulations, data security policies, and audit requirements**.
- Leverage **AI-powered automation, predictive analytics, and rule-based triggers** to enhance process efficiency.
- Oversee **testing, user acceptance, and training** to ensure a smooth transition to automated workflows.
- Continuously assess and refine workflows to improve **efficiency, accuracy, and turnaround time**.

**Required Skills & Experience**:

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

**Preferred Qualifications**:

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

Background in **compliance-driven workflow optimization for banking operations**

Pay: ₹1,500,000.00 - ₹2,000,000.00 per month

Work Location: In person

**Speak with the employer**
+91 9485228109

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