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Business Analyst (CRM) - Banking

Optimum Solutions Pte Ltd

8 - 10 years

Pune

Posted: 12/02/2026

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Job Description

Key Responsibilities

  • Engage with Senior BA, business stakeholders to gather, analyses, and document requirements for CRM.
  • Translate business requirements into Functional Specifications (FSD), User Stories, Data dictionaries and Process Flows (AS-IS/TO-BE).
  • Support impact assessments, feasibility studies, and solution design discussions.
  • Work closely with CRM architecture team, data team, development team to design workflows, data mappings, and integration requirements.
  • Collaborate with architects/developers for API definitions, payload validation, integration behaviour, data translations and error handling.
  • Collaborate with Data Analyst in performing data analysis using SQL for validation, reporting, and troubleshooting.
  • Define UAT test scenarios, coordinate UAT execution, and manage defect tracking and closure.
  • Ensure all functional and non-functional requirements are met before go-live.
  • Support production rollouts, training sessions, and post-deployment stabilization.
  • Work closely with Project manager and support in end-to-end delivery.
  • Coordinate across business, operations, compliance, technology, and vendor teams.
  • Facilitate workshops, sprint ceremonies, and review sessions.
  • Communicate progress, risks, and issues proactively.


Requisites:


  • 58 years of experience as a Business Analyst in the Banking domain
  • Strong understanding of CRM system, customer 360, customer servicing journeys, workflows, sale and campaign modules.
  • Ability to understand surround systems of the bank and integration approach with CRM.
  • Solid technical knowledge in SQL / Database concepts, Data mapping & transformation
  • Experience writing BRDs, FSDs, user stories, acceptance criteria, and process flows.
  • Strong experience in UAT coordination, test case preparation, and defect lifecycle management.
  • Hands-on experience working with Agile/Scrum methodologies (Jira / Azure DevOps).
  • Experience with MS Dynamics 365, MS Power Platform.
  • Experience in performance testing, user training, and SOP preparation.
  • Certifications: CBAP, Scrum Master/Product Owner, CRM certifications.

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