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 current 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 i.e. 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 .

📌 Deputy Manager - Application (Mumbai)
🏢 HDB Financial Services
📍 Mumbai