- Toengage with the user department in providing client onboardingsolutions in CRM by documenting accurately and elaborately therequirement and assessing the best suitable approach to deliverthe changes/solution within the expected timeline, cost andquality in compliance with the regulatory and internal process.
- Workwith the viewpoint of developing business solutions to acquirecustomers on the digital platform and creating new businessmodels.
- Establishprocesses and mechanisms designed to ensure consistently highservice performance.
- Identifyprocess improvements to make the onboarding process more scalableand reduce the time to value for both customers and the bank.
SIZEOF THE ROLE
- FINANCIALSIZE NA
- NON-FINANCIALSIZE NA
KEYDUTIES RESPONSIBILITIES OF THE ROLE
Business/Financials
- Engagewith the User department.
- Engageand familiarize with key persons in the Client onboarding team.
- Calendarizethe meeting with the User departments team through formalmeetings/emails /informal calls.
- Keepthe User departments informed of the status of theproject/changes/solutions regularly.
- Assistthe User departments to be ready to carry out basic user testingon changes in the UAT environment along with the QA team.
- Provideall necessary information and update on the requirements to theuser department to assess and implement their internal processaccordingly.
Informationgatheringassessment for IT solution
- Engagewith the User department and understand new businessrequirements.
- Assessthe current requirements and segregate them into changes in theexisting application, new solutions, and additional development.
- Discussall the information gathered with the Head Solution Delivery -CRMto arrive at the key business requirements or change requests.
- Reviewthe information gathered to do the first level of technicalfeasibility in coordination with the architecture and productteams.
- Engagewith the architecture team and understand the viability of thesolution being developed internally or externally and estimatedtimelines
Assessidentify the appropriate solution.
- Assessthe business requirement and explore available options.
- Engagewith the architecture team to understand the ability to developthe application internally.
- Engagewith various stakeholders to identify the best option toimplement the regulatory requirement within the prescribedtimeline.
- Prioritizethe changes depending on the effort and urgency and put up to theteam lead for approval
- Conducteach business solution''s cost and time viability and devise theoptimum solution.
- Discusswith Head Solution Delivery- CRM before exploring the option toscout for readymade solutions in the market
Customer(Both Internal External)
- Selectionfinalization of vendor
- Scoutscan the market for vendors providing the requiredsolution.
- Usethe network to identify the nearest matching solution for theuser requirements.
- Contactall vendors for the specific project and have an initialdiscussion on the scope, timelines and cost.
- Arrangeand schedule vendor presentations to the Solution Delivery groupand Treasury department.
- Reviewthe project presentations of the multiple vendors and do aninitial screening of the vendors.
- Arrangefor the final presentation by the selected vendors to therelevant authorities for final scrutiny selection.
📌 Senior Manager-CRM(SD) (Bengaluru)
🏢 Ujjivan Small Finance Bank
📍 Bengaluru
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