
CRM Solutions Professional
3 days ago
About the Role:
This position is responsible for supporting the implementation, customization, and optimization of CRM solutions for a leading banking client. The ideal candidate will have strong domain knowledge, CRM platform expertise, and business stakeholder engagement capabilities.
Key Responsibilities:- Implement and customize Microsoft Dynamics CRM to meet banking-specific requirements.
- Develop and optimize workflows, dashboards, reports, and custom fields aligned with retail/corporate banking needs.
- Collaborate with sales, marketing, risk, and compliance teams to gather and translate requirements into technical solutions.
- Document user stories, functional specifications, and process improvements.
- Must-Have Skills & Qualifications:
- 6+ Years of Experience
- Banking Domain Expertise
- Proven track record with CRM systems in the banking, fintech, or financial services industries.
- Solid understanding of core banking processes and compliance workflows.
Why this Role? This position offers a unique opportunity to work with a leading banking client, develop your skills, and grow your career in a supportive environment.
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