Senior Business Analyst | CRM

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.