CRM Solutions Analyst

1 month ago


Pune, India ScaleneWorks Full time

Roles and Responsibilities:
Requirements Gathering:
Collaborate with stakeholders todocument CRM requirements for highnetworth clients.
Conduct workshops and interviews to capture business needs.
System Analysis and Design: Analyze existing CRM systemsdesign solutions for private banking.Data Management: Ensure dataintegrity and security within the CRM system.
Collaborate on robust data management practices.
Provideongoing support address inquiries.
CRM certificationsrelevant to private banking.
Experience with CRMintegrations in financial services.
Proficiency in datavisualization tools.

Remote Work :

No


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