Salesforce Analyst - Financial Services Cloud (Contract)

Position : Salesforce Business Analyst

Location : WFO- Mumbai

Type : Contract

Duration : 6 months

Time zone : 12pm- 9pm IST

Experience : 5+ yrs

Job Description :

• 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.