Senior Manager-CRM(SD)

Job description

Job Description POSITIONDESCRIPTION JOBTITLE SeniorManager-CRM(SD) GRADE AVP-I DEPARTMENT InformationTechnology LOCATION HO SUB-DEPARTMENT SolutionDelivery TYPEOF POSITION Full-time REPORTSTO Head-CRM(SD) REPORTINGINTO BA,SA ROLEPURPOSE OBJECTIVE • Toengage with the user department in providing client onboardingsolutions in CRM by documenting accurately and elaborately therequirement and assessing the best suitable approach to deliverthe changes/solution within the expected timeline, cost andquality in compliance with the regulatory and internal process. • Workwith the viewpoint of developing business solutions to acquirecustomers on the digital platform and creating new businessmodels. • Establishprocesses and mechanisms designed to ensure consistently highservice performance. • Identifyprocess improvements to make the onboarding process more scalableand reduce the time to value for both customers and the bank. SIZEOF THE ROLE • FINANCIALSIZE NA • NON-FINANCIALSIZE NA KEYDUTIES RESPONSIBILITIES OF THE ROLE Business/Financials • Engagewith the User department. • Engageand familiarize with key persons in the Client onboarding team. • Calendarizethe meeting with the User departments team through formalmeetings/emails /informal calls. • Keepthe User departments informed of the status of theproject/changes/solutions regularly. • Assistthe User departments to be ready to carry out basic user testingon changes in the UAT environment along with the QA team. • Provideall necessary information and update on the requirements to theuser department to assess and implement their internal processaccordingly. Informationgatheringassessment for IT solution • Engagewith the User department and understand new businessrequirements. • Assessthe new requirements and segregate them into changes in theexisting application, new solutions, and additional development. • Discussall the information gathered with the Head Solution Delivery -CRMto arrive at the key business requirements or change requests. • Reviewthe information gathered to do the first level of technicalfeasibility in coordination with the architecture and productteams. • Engagewith the architecture team and understand the viability of thesolution being developed internally or externally and estimatedtimelines Assessidentify the appropriate solution. • Assessthe business requirement and explore available options. • Engagewith the architecture team to understand the ability to developthe application internally. • Engagewith various stakeholders to identify the best option toimplement the regulatory requirement within the prescribedtimeline. • Prioritizethe changes depending on the effort and urgency and put up to theteam lead for approval • Conducteach business solution''s cost and time viability and devise theoptimum solution. • Discusswith Head Solution Delivery- CRM before exploring the option toscout for readymade solutions in the market Customer(Both Internal External) • Selectionfinalization of vendor • Scoutscan the market for vendors providing the requiredsolution. • Usethe network to identify the nearest matching solution for theuser requirements. • Contactall vendors for the specific project and have an initialdiscussion on the scope, timelines and cost. • Arrangeand schedule vendor presentations to the Solution Delivery groupand Treasury department. • Reviewthe project presentations of the multiple vendors and do aninitial screening of the vendors. • Arrangefor the final presentation by the selected vendors to therelevant authorities for final scrutiny selection.