CRM MS DYNAMICS - FUNCTIONAL-FUNCTIONAL BA - MS DYNAMICS

Requirements Gathering:

Collaborate with stakeholders to document CRM requirements for high-net-worth clients.

Conduct workshops and interviews to capture business needs.

System Analysis and Design :

• Analyze existing CRM systems, design solutions for private banking.

Data Management:

• Ensure data integrity and security within the CRM system.
• Collaborate on robust data management practices.

Implementation and Testing:

• Work with development teams, conduct user acceptance testing.

User Training and Support:

• Develop and deliver training for private banking staff.
• Provide ongoing support, address inquiries.

Reporting and Analytics:

• Design reports and dashboards for private banking insights.
• Utilize analytics to improve client satisfaction.

Continuous Improvement:

• Identify opportunities to enhance CRM capabilities.
• Stay informed about industry trends and regulations.

Stakeholder Communication:

• Communicate effectively with private banking stakeholders.

• Bachelor s degree in Business, Finance, or related field.
• Proven experience as a Business Analyst in private banking CRM.
• Familiarity with CRM platforms (e.g., Salesforce, Microsoft Dynamics).
• Excellent communication and project management skills.

• CRM certifications relevant to private banking.
• Experience with CRM integrations in financial services.
• Knowledge of regulatory standards related to private banking data.
• Proficiency in data visualization tools.