Job Title

Job DescriptionTo 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 approvalScout & 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 activitiesMINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLSEducational Qualifications : BE/Bsc./BCAExperience : Must possess a minimum of 8 years of relevant working experienceCertifications: PMP, Prince2, ITILFunctional Skills :Knowledge of various applications mainly CRMGood knowledge of Windows & MS OfficeA strong understanding of the current legal and regulatory environment is a must, and the ability to operate and be successful in such an environmentAbility to consider and analyse various factors such as policies, practices and trends to make decisions, design plans, and develop tactics.