Duties
- Build foundational CRM capabilities, identify areas for improvement, and recommend enhancements to optimize client relationships.
- Ensure that a data migration and reconciliation strategy is defined and executed to support the Client Lifecycle Management Target Operating Model.
- Organize and plan the work components necessary to deliver key aspects of the capability.
- Establish the artifacts required
- Conduct functional, regression, performance, and usability testing to identify software defects and ensure the software meets quality standards.
- Document and track defects, issues, and test results using bug tracking systems or other project management tools.
Requirements
- Proven experience as a Business Analyst, preferably in client onboarding and lifecycle management or customer relationship management projects in Private Banking
- Should have hands-on experience in large-scale data migration projects
- Experienced/super user of PowerPoint, Excel/Power BI and Word applications
- Keen grasp of project management tools and concepts and practitioner of organized change / principle-based design and issue-based problem solving
- Strong command of English and effective communication skills
- Meticulous, conscientious with the ability to work independently and meet deadlines/targets.
- Awareness of various software development procedures, software testing methodologies, tools, and processes.
