660 Junior Analyst Crm jobs in India
Junior analyst (crm)
Job Viewed
Job Description
The Origination Analyst will play a key role in supporting the development and expansion of our origination efforts, strengthening client relationships, and contributing to our advisory initiatives.
The Origination Analyst will work closely with the senior team and with clients to:
· Conduct qualitative and quantitative company profiling using databases and industry reports.
· Support the preparation of outreach materials including teaser decks, introductory emails, and company summaries.
· Maintain and update CRM systems to track origination progress and outreach efforts.
· Assist in building target lists based on P&L criteria and strategic fit.
· Coordinate outreach campaigns and follow-up processes with senior team members.
· Monitor industry trends, competitor activities, and M&A transactions.
· We are seeking someone with 1-5 years’ experience in running sales and marketing campaigns for B2 B services companies, having worked in smaller teams, preferably with senior management. Experience in deal origination or business development at an investment bank, private equity firm, or boutique advisory will be considered a strong plus.
Experience with marketing and sales is a definite requirement
· Industry knowledge and experience in Novistra’s focus sectors could be a significant advantage
· Must possess excellent business analysis (Microsoft Excel), communication (written and oral), and presentation (written and oral – Microsoft Power Point) skills
·
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Analyst CRM
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Job Description
Your Responsibilities:
Commodity Risk Management sits at the intersection of trading, risk and data ensuring accurate, timely and insightful risk reporting. In this role you work closely with commercial, risk managers and operations in a dynamic environment to make an impact to assure integrity of data, monitor and report risk to support decision making.
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Business Analyst - CRM
Posted 12 days ago
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Job Description
Role: Business Analyst | CRM
Function: Management Consulting
Location: Mumbai (Onsite travel)
About Cedar:
Cedar Management Consulting International ( ) 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 ( ), 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.
Principal Accountabilities:
We are looking for a 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.
- We have offices in global cities, and many projects presently executed in the Asia/Middle East region.
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, VeriPark, 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.
Qualifications and relevant experience:
- 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.
Business Analyst - CRM
Posted 5 days ago
Job Viewed
Job Description
Role: Business Analyst | CRM
Function: Management Consulting
Location: Mumbai (Onsite travel)
About Cedar:
Cedar Management Consulting International ( 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 ( 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.
Principal Accountabilities:
We are looking for a 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.
- We have offices in global cities, and many projects presently executed in the Asia/Middle East region.
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, VeriPark, 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.
Qualifications and relevant experience:
- 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.
Business Analyst - CRM
Posted 12 days ago
Job Viewed
Job Description
Role: Business Analyst | CRM
Function: Management Consulting
Location: Mumbai (Onsite travel)
About Cedar:
Cedar Management Consulting International ( 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 ( 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.
Principal Accountabilities:
We are looking for a 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.
- We have offices in global cities, and many projects presently executed in the Asia/Middle East region.
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, VeriPark, 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.
Qualifications and relevant experience:
- 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.
Business Analyst - CRM
Posted today
Job Viewed
Job Description
Role: Business Analyst | CRM
Function: Management Consulting
Location: Mumbai (Onsite travel)
About Cedar:
Cedar Management Consulting International ( ) 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 ( ), 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.
Principal Accountabilities:
We are looking for a 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.
- We have offices in global cities, and many projects presently executed in the Asia/Middle East region.
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, VeriPark, 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.
Qualifications and relevant experience:
- 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.
Business Analyst - CRM & Marketing
Posted 1 day ago
Job Viewed
Job Description
Dear Candidates,
Greetings for the Day !
We are Hiring for a Business Analyst - CRM & Marketing role for Hyderabad Location,
Please find below attached Job description and details,
Job Description :
Designation: Business Analyst - CRM & Marketing
Client : IDEXCEL Technologies, Full Time Position
Experience: 5+ Years
Notice Period: immediate to 15 Days
Work Mode: Work From Office( 5 Days in a week)
Interview Mode: ( 2 Levels) 1 St Level will be online, 2 nd Level will be F2F.
Work Location: Hyderabad
Business Analyst - CRM & Marketing
Job Summary
Business Analyst/ Product Owner– CRM and Marketing Systems
Position Overview
We are seeking a highly motivated and experienced Business Analyst/Product Owner to join our dynamic team. This individual will play a pivotal role in designing, developing, and launching a robust CRM system that integrates seamlessly with our deposit account opening, personal and commercial loan origination systems (LOS), and lightweight marketing platform. The ideal candidate will have hands-on experience with leading CRM platforms like Salesforce, HubSpot, or similar, and possess a strong ability to bridge technical requirements with business objectives.
Key Responsibilities
· Collaborate with stakeholders to define the requirements, scope, and goals for the CRM system within our LOS ecosystem.
· Analyze business processes, identify gaps, and propose solutions to enhance customer relationship management and marketing workflows.
· Design user-friendly interfaces and workflows for the CRM system, ensuring seamless integration with deposit account opening, LOS, and marketing platforms.
· Create detailed documentation, including functional specifications, user stories, and process flows.
· Conduct competitive analysis of CRM solutions (e.g., Salesforce, HubSpot) to incorporate industry best practices and innovative features.
· Work closely with developers, UX/UI designers, and quality assurance teams to ensure accurate implementation of requirements.
· Lead user acceptance testing (UAT) and support change management efforts during CRM deployment.
· Provide training and support to end-users to maximize adoption and utilization of the CRM system.
· Monitor and measure CRM performance post-launch, leveraging insights to recommend enhancements.
Qualifications
· Bachelor’s degree in business administration, Information Systems, or a related field.
· 3+ years of experience as a Business Analyst or Product Analyst, with a focus on CRM systems (e.g., Salesforce, HubSpot, Zoho CRM).
· Proven track record of designing and implementing CRM systems or enhancements in a commercial lending, deposit account opening, or financial services environment.
· Strong understanding of CRM functionalities, including lead management, customer segmentation, marketing automation, and reporting.
· Familiarity with commercial loan origination systems (LOS) and marketing platforms is a strong plus.
· Excellent analytical and problem-solving skills with the ability to translate business needs into technical requirements.
· Proficiency in tools like JIRA, Confluence, and wireframing tools (e.g., Figma, Balsamiq).
· Exceptional communication and interpersonal skills, with the ability to engage technical and non-technical stakeholders.
· Agile/Scrum experience is preferred.
Note : Kindly share your Updated CV only If Job Description matches your skill
Business Analyst - CRM & Marketing
Posted 1 day ago
Job Viewed
Job Description
Dear Candidates,
Greetings for the Day !
We are Hiring for a Business Analyst - CRM & Marketing role for Hyderabad Location,
Please find below attached Job description and details,
Job Description :
Designation: Business Analyst - CRM & Marketing
Client : IDEXCEL Technologies, Full Time Position
Experience: 5+ Years
Notice Period: immediate to 15 Days
Work Mode: Work From Office( 5 Days in a week)
Interview Mode: ( 2 Levels) 1 St Level will be online, 2 nd Level will be F2F.
Work Location: Hyderabad
Business Analyst - CRM & Marketing
Job Summary
Business Analyst/ Product Owner– CRM and Marketing Systems
Position Overview
We are seeking a highly motivated and experienced Business Analyst/Product Owner to join our dynamic team. This individual will play a pivotal role in designing, developing, and launching a robust CRM system that integrates seamlessly with our deposit account opening, personal and commercial loan origination systems (LOS), and lightweight marketing platform. The ideal candidate will have hands-on experience with leading CRM platforms like Salesforce, HubSpot, or similar, and possess a strong ability to bridge technical requirements with business objectives.
Key Responsibilities
· Collaborate with stakeholders to define the requirements, scope, and goals for the CRM system within our LOS ecosystem.
· Analyze business processes, identify gaps, and propose solutions to enhance customer relationship management and marketing workflows.
· Design user-friendly interfaces and workflows for the CRM system, ensuring seamless integration with deposit account opening, LOS, and marketing platforms.
· Create detailed documentation, including functional specifications, user stories, and process flows.
· Conduct competitive analysis of CRM solutions (e.g., Salesforce, HubSpot) to incorporate industry best practices and innovative features.
· Work closely with developers, UX/UI designers, and quality assurance teams to ensure accurate implementation of requirements.
· Lead user acceptance testing (UAT) and support change management efforts during CRM deployment.
· Provide training and support to end-users to maximize adoption and utilization of the CRM system.
· Monitor and measure CRM performance post-launch, leveraging insights to recommend enhancements.
Qualifications
· Bachelor’s degree in business administration, Information Systems, or a related field.
· 3+ years of experience as a Business Analyst or Product Analyst, with a focus on CRM systems (e.g., Salesforce, HubSpot, Zoho CRM).
· Proven track record of designing and implementing CRM systems or enhancements in a commercial lending, deposit account opening, or financial services environment.
· Strong understanding of CRM functionalities, including lead management, customer segmentation, marketing automation, and reporting.
· Familiarity with commercial loan origination systems (LOS) and marketing platforms is a strong plus.
· Excellent analytical and problem-solving skills with the ability to translate business needs into technical requirements.
· Proficiency in tools like JIRA, Confluence, and wireframing tools (e.g., Figma, Balsamiq).
· Exceptional communication and interpersonal skills, with the ability to engage technical and non-technical stakeholders.
· Agile/Scrum experience is preferred.
Note : Kindly share your Updated CV only If Job Description matches your skill
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