Business Analyst - CRM

Role : Business Analyst | CRM

Function : Management Consulting

Location : Mumbai (Onsite travel)

About Cedar :

Cedar Management Consulting International (www.cedar-consulting.com) is a global boutique management and technology consulting firm with offices globally. Since 1985, Cedar&aposs teams have been assisting clients in areas of strategy, process, strategic human capital, and business technology, across industries, with a strong focus on the financial services sector. The firm's heritage includes being part of the former $1 Billion Renaissance Worldwide, whose leadership included the creators of Balanced Scorecard – a leading strategy deployment and performance management tool used by firms globally.

Cedar's group unit, IBS Intelligence (www.ibsintelligence.com), for over 30 years, has been the definitive source for independent, research, news-analysis and advisory specialized in Financial Technology markets globally. Headquartered in the UK with offices around the world, IBSI has an integrated offering which includes a comprehensive research portfolio, an active news platform, a range of value-added-services, and the iconic IBS Journal, which has been a key publication for the overall financial services industry globally. This strong financial technology proposition also adds immense value to the technology consulting practice of Cedar, where clients appreciate in-depth research offerings on their industry from IBS Intelligence. For more information, please visit the IBS website.

Cedar Ventures, a Seed / Venture Capital effort focused on the Consumer and FinTech space, and the CedarIBSI FinTech Lab , an accelerator in the heart of Dubai's Internet City that is aimed at bringing financial technology firms and banks in the GCC to work together.

Principal Accountabilities :

We are looking for a Business Analyst – CRM to join our dynamic team in Mumbai. This role is ideal for a seasoned professional with deep expertise in CRM systems and a strong background in business analysis within the banking domain . The candidate will play a pivotal role in bridging business needs with technology solutions, driving CRM strategy, and leading functional teams across large-scale transformation programs.

• Lead functional analysis and requirement gathering for CRM initiatives in the banking sector.
• Act as a liaison between business stakeholders and technical teams to ensure solution alignment.
• Define and document business processes, functional specifications, and user stories.
• Drive CRM roadmap planning, solution design, and functional testing.
• Conduct workshops, stakeholder interviews, and gap analysis sessions.
• Provide leadership to junior BAs and functional consultants.
• Ensure compliance with regulatory and data governance standards in CRM implementations.
• We have offices in global cities, and many projects presently executed in the Asia / Middle East region.

Competencies : Technical :

Soft skills :

Qualifications and relevant experience :

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Skills Required

Ms Dynamics Crm, Business Analysis, Crm Systems