Experience in creating backlog user stories from high level business requirements
Managing traceability from BRs to User Stories
Sprint boxing the backlog with iterative refining
Defining sprint objectives and leading the demo to showcase fulfilment of sprint objective
Ability to create release notes against key milestones
Tracking key dependencies & risks by priority & date sensitivity
Good understanding of Admin activities
Role, Profile & Permission Sets
Security
Good understanding of Sa les Cloud & Service Cloud
Lead Nurturing
Case Management
Slack integration with ability to perform lead nurturing & case management
SMS & WhatsApp integration
Familiarity with Financial Services Cloud is highly desirable
Understanding of data model to support individual, household, HUF types of accounts
Understanding of different types of transactions
Customer 360 view
Familiarity with backend core systems for wealth management in India is highly desirable
KYC, Address & CAS verification
AML & Credit Rating check
E-Signature using Leegality or equivalent system
Wealth Spectrum, Trackwizz, BSE StAR, 1SilverBullet etc.
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Analyst Contract • Kanpur, IN
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