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HDB Financial Services - Deputy Manager - CRM System

HDB Financial Services - Deputy Manager - CRM System

HDB Financial Services LtdMumbai
3 days ago
Job description

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 new 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 .
  • 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 .
  • (ref : hirist.tech)

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