Cedar Management Consulting International (www.cedar-consulting.com) is a global
boutique management and technology consulting firm with offices globally. Since
1985, Cedar's teams have been assisting clients in areas of strategy, process,
strategic human capital, and business technology, across industries, with a
strong focus on the financial services sector. The firm’s heritage includes
being part of the former $1 Billion Renaissance Worldwide, whose leadership
included the creators of Balanced Scorecard – a leading strategy deployment and
performance management tool used by firms globally.
Cedar’s group unit, IBS Intelligence (www.ibsintelligence.com), for over 30
years, has been the definitive source for independent, research, news-analysis
and advisory specialized in Financial Technology markets globally.
Headquartered in the UK with offices around the world, IBSI has an integrated
offering which includes a comprehensive research portfolio, an active news
platform, a range of value-added-services, and the iconic IBS Journal, which
has been a key publication for the overall financial services industry
globally. This strong financial technology proposition also adds immense value
to the technology consulting practice of Cedar, where clients appreciate
in-depth research offerings on their industry from IBS Intelligence. For more
information, please visit the IBS website.
Cedar Ventures, a Seed/Venture Capital effort focused on the Consumer
and FinTech space, and the CedarIBSI FinTech Lab, an accelerator in the
heart of Dubai’s Internet City that is aimed at bringing financial technology
firms and banks in the GCC to work together.
We are looking for a Functional Leader and Senior Business
Analyst – CRM to join our dynamic team in Mumbai. This role is ideal
for a seasoned professional with deep expertise in CRM systems and
a strong background in business analysis within the banking domain.
The candidate will play a pivotal role in bridging business needs with
technology solutions, driving CRM strategy, and leading functional teams across
large-scale transformation programs.
- Lead
functional analysis and requirement gathering for CRM initiatives in the
banking sector.
- Act as
a liaison between business stakeholders and technical teams to ensure
solution alignment.
- Define
and document business processes, functional specifications, and user
stories.
- Drive
CRM roadmap planning, solution design, and functional testing.
- Conduct
workshops, stakeholder interviews, and gap analysis sessions.
- Provide
leadership to junior BAs and functional consultants.
- Ensure
compliance with regulatory and data governance standards in CRM
implementations.
Competencies
Technical:
- Strong understanding of the BFSI industry
- Good appreciation of both traditional and emerging financial
technology areas
- Hands-on experience with CRM platforms
such as MS Dynamics CRM, Oracle CX, or similar.
Soft skills:
- Excellent communication and inter-personal skills
- Strong global orientation with an excitement to interact with Cedar
and IBSI’s multi-cultural teams
- Execution and solution-focused
- Highly organized and detail-oriented
- Good problem-solving skills
- Ability to multi-task across activities along
with different teams.
- 10+ years of experience in business
analysis and functional leadership roles.
- Strong domain knowledge in banking and financial
services.
- Proven ability to lead cross-functional
teams and manage client relationships.
- Excellent analytical, documentation, and
communication skills.
- Familiarity
with Agile and Waterfall methodologies.
