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Optimhire IT Solutions Pvt Ltd Logo

CRM Business Analyst

Actively Reviewing the Applications

Optimhire IT Solutions Pvt Ltd

India, Tamil Nadu, Chennai Full-Time On-site
Posted 2 days ago • Apply by June 10, 2026

Job Description

Key Responsibilities

1. CRM Solution & Functional Expertise


  • Understand the CRM solution, lifecycle, and the functional journeys.

  • Domain expertise in CRM within the Banking space.

  • Microsoft Dynamics / Zoho CRM / Salesforce experience is preferred.

2. Technical Discovery & Architecture


  • Lead the technical discovery and assessment of current systems, data flows, and integration points.

  • Define the target CRM architecture, including:

  • Data models

  • APIs

  • Middleware

  • Security layers
  • Plan integration with:

  • Core banking systems

  • Digital channels

  • Analytics platforms

  • Third-party services

3. Business & IT Collaboration


  • Collaborate with business, IT, compliance, and vendor teams to align CRM goals with enterprise strategy.

  • Translate business requirements into technical specifications and solution blueprints.

  • Oversee end-to-end program lifecycle.

4. Data Management & Migration


  • Assess data quality, structure, and governance for CRM readiness.

  • Define data exchange protocols, synchronization frequency, and error-handling mechanisms.

  • Define data migration strategy, including:

  • Cleansing

  • Mapping

  • Transformation processes

5. Compliance, Security & Governance


  • Ensure CRM architecture complies with banking regulations.

  • Familiarity with banking compliance, customer data privacy, and digital transformation initiatives.

  • Define:

  • Access controls

  • Encryption standards

  • Audit mechanisms

6. Documentation & Roadmap


  • Produce detailed technical documentation.

  • Create architecture diagrams.

  • Develop implementation roadmaps.


Required Skills

Salesforce Documentation Compliance Audit Zoho Microsoft Dynamics Encryption Technical Documentation CRM Analytics Data Management Data quality Governance Data Privacy Digital Transformation Data migration Customer data Data models Cleansing Core banking Data migration strategy Data Flows Mapping Migration Regulations Target Privacy Domain expertise CRM architecture Protocols Technical specifications Analytics Platforms Digital transformation initiatives Zoho CRM
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