HDB Financial Services

2 days ago


Mumbai, Maharashtra, India HDB Financial Services Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Requirement Gathering & Translation :

- Elicit and document business needs from sales, marketing, and customer service departments and translate them into functional requirements for the CRM system.

System Optimization :

- Analyze CRM systems and processes to identify areas for improvement, streamline workflows, and enhance operational efficiency.

Data Analysis :

- Examine customer data and market trends to provide actionable insights for sales and marketing campaigns, product strategies, and improved customer experiences.

Stakeholder Collaboration :

- Serve as a liaison between business users, the IT department, and development teams, ensuring effective communication and alignment on CRM initiatives.

Testing & Implementation Support :
- Develop test cases, conduct functional testing, and support the implementation of new CRM features and solutions.

User Support & Training :

- Provide ongoing support, troubleshoot issues, train new users, and create documentation for the CRM system.

Reporting :

- Create reports and dashboards to track key performance indicators (KPIs) and present findings to stakeholders.

Mandatory Skills Required :


- Must have worked on CRM System.

- Must have worked on Lead Management, LOS / LSM System.

- Must have experience of Business Analyst role .

- 2 to 6 yrs.

- Excellent in communication with Stakeholder, Internal Team and Other Team Members.

- Must have worked on Agile Methodology, Sprint Plan, Documentation of CR/ New Requirement, Review Test Cases, Flow Charts and Tracking of Defects .



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