HDFC Sales - Senior Business Analyst - CRM Segment

Description:

HDFC Sales Private Limited is a subsidiary of HDFC Bank Ltd, established to offer exceptional doorstep financial services to prospective clients of the HDFC group.

The company provides a diverse range of financial solutions, including Home Loans, Life Insurance, and General Insurance.

With a customer-centric approach, HDFC Sales is committed to delivering tailored financial services to meet individual needs efficiently and effectively.

Role & responsibilities:

- Managing and maintaining the CRM system, including user access, permissions, and data integrity.

- Providing technical support to end-users, troubleshooting issues, and resolving bugs.

- Updating the CRM & Business system with new features, customizations, and integrations.

- Ensuring the accuracy and consistency of customer data within the CRM & Business system.

- Analyzing CRM data to identify trends, patterns, and insights.

- Developing and implementing reports and dashboards to track CRM & Business performance.

- Working with other IT systems & Vendor to integrate CRM data with other business applications.

- Automating tasks and processes within the CRM system to improve efficiency.

- Developing custom applications and integrations to meet specific business needs.

- Working with business stakeholders to understand their CRM & Business requirements and needs.

- Communicating technical information to non-technical users in a clear and concise manner.

- Participating in project planning and implementation.

- Developing and delivering training materials on how to use the CRM & Business system.

- Creating and maintaining documentation on CRM & Business processes and procedures.

- Keeping up to date on the latest CRM & Business/Sales technologies and trends.

- Identifying opportunities to improve the CRM & Business/Sales system and its functionality.

Preferred candidate profile:

- Proficiency in CRM/Sales Performance software (e.g., Salesforce, Dynamics 365, CRM Nxt, Power BI etc).

- Knowledge of database management and data analytics.

- Experience with integration and automation tools.

- Storing understanding of APIs and under CRM related technology.

- Understanding of CRM & Business application processes and best practices.

- Ability to communicate effectively with both technical and non-technical audiences.

- Strong problem-solving and analytical skills.

- Excellent communication and interpersonal skills.

- Ability to work independently and as part of a team.

- Strong organizational and time management skills.

Required Experience: 12+ years.