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.