Job Description
- To engage with the user department in providing client onboarding solutions in CRM by documenting accurately and elaborately the requirement and assessing the best suitable approach to deliver the changes/solution within the expected timeline, cost and quality in compliance with the regulatory and internal process.
- Work with the viewpoint of developing business solutions to acquire customers on the digital platform and creating new business models.
- Establish processes and mechanisms designed to ensure consistently high service performance.
- Identify process improvements to make the onboarding process more scalable and reduce the time to value for both customers and the bank.
- Engage and familiarize with key persons in the Client onboarding team.
- Calendarize the meeting with the User departments team through formal meetings/emails /informal calls.
- Assist the User departments to be ready to carry out basic user testing on changes in the UAT environment along with the QA team.
- Engage with the User department and understand new business requirements.
- Assess the new requirements and segregate them into changes in the existing application, new solutions, and additional development.
- Review the information gathered to do the first level of technical feasibility in coordination with the architecture and product teams.
- Engage with the architecture team and understand the viability of the solution being developed internally or externally and estimated timelines.
- Prioritize the changes depending on the effort and urgency and put up to the team lead for approval
- Scout & scan the market for vendors providing the required solution.
- Arrange and schedule vendor presentations to the Solution Delivery group and Treasury department.
- Review the project presentations of the multiple vendors and do an initial screening of the vendors.
- Monitor and follow up with the architecture team to resolve post-production challenges and measure responsiveness.
- Monitor day-to-day all the existing business solutions at each stage with the vendor and update Head Solution Delivery- CRM on the same and escalate for any issues.
- Engage with the architecture team for all applications/change management being developed internally.
- Review the project schedule with senior management and all other staff that will be affected by the project activities
Desired Candidate profile
Educational Qualifications : BE/Bsc.(IT/CS) /BCA or any other equivalent qualification
Experience : Must possess a minimum of 8 years of relevant working experience
Certifications: PMP, Prince2, ITIL
Functional Skills :
- Knowledge of various applications mainly CRM
- Good knowledge of Windows & MS Office
- A strong understanding of the current legal and regulatory environment is a must, and the ability to operate and be successful in such an environment
- Ability to consider and analyse various factors such as policies, practices and trends to make decisions, design plans, and develop tactics.
