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.