
HDB Financial Services
2 days ago
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 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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