Job Description
Department Name
Cedar Management Consulting
Industry
Consulting
Work Experience
10+ years
City
Mumbai
State/Province
Maharashtra
Zip/Postal Code
400013
Job Description
Role : Senior Business Analyst | CRM
Function : Cedar | Management Consulting
Location : Mumbai
About Cedar Management Consulting
Cedar Management Consulting International (www.cedar-consulting.com) is a global boutique management and technology consulting firm with offices globally. Since 1+85, 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.
Principal Accountabilities
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.
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, 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.
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.
Interested candidates with relevant experience to share their CVs with Sumit.raisinghani@cedar-consulting.com
Cedar Management Consulting
Industry
Consulting
Work Experience
10+ years
City
Mumbai
State/Province
Maharashtra
Zip/Postal Code
400013
Job Description
Role : Senior Business Analyst | CRM
Function : Cedar | Management Consulting
Location : Mumbai
About Cedar Management Consulting
Cedar Management Consulting International (www.cedar-consulting.com) is a global boutique management and technology consulting firm with offices globally. Since 1+85, 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.
Principal Accountabilities
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.
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, 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.
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.
Interested candidates with relevant experience to share their CVs with Sumit.raisinghani@cedar-consulting.com
💡 Quick Summary
Seeking a career-building opportunity? The Senior Business Analyst | CRM position is now open for candidates interested in the Admin Executive sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Admin Executive is a plus.