About the Role:
We are seeking a skilled Dynamics 365 CRM Consultant with a strong background in banking domain implementations. The ideal candidate will have hands-on experience in implementing Dynamics 365 CRM solutions, particularly within retail banking or other banking sectors. This role involves working closely with business users to gather requirements, design solutions, and implement the Sales and Service modules to optimize customer relationship management processes.
Key Responsibilities:
- Lead end-to-end Dynamics 365 CRM implementation projects within banking environments.
- Collaborate with business users to gather requirements and translate them into effective CRM solutions.
- Customize and configure the Sales and Service modules to align with business processes.
- Provide hands-on expertise in Dynamics 365 CRM development and integration with banking systems.
- Ensure the delivery of scalable, secure, and compliant CRM solutions tailored to the banking domain.
- Facilitate user training sessions and provide ongoing support post-implementation.
- Regularly communicate with stakeholders to provide updates on project progress and address any challenges.
- Proven experience in Dynamics 365 CRM implementation within the banking industry, particularly retail banking.
- Strong understanding of banking operations and processes.
- Expertise in the Sales and Service modules of Dynamics 365 CRM.
- Excellent communication and interpersonal skills for effective stakeholder management.
- Ability to work collaboratively in a cross-functional team environment.
Preferred Skills:
- Knowledge of integration tools and techniques for connecting Dynamics 365 with other banking systems.
- Familiarity with regulatory compliance requirements in the banking domain.
Top Skills
What We Do
Unison Consulting was launched in Singapore on September 2012, the hub of the financial industry, with innovative visions in the technocratic arena. We are a boutique next-generation Technology Company with strong business-interests in Liquidity risk, Market Risk, Credit Risk and Regulatory Compliance.
Unison provides technology consulting and services to implement Risk Management and Risk Analytics System for Financial Institutions. Our services suite comprises of Techno-Functional consulting, systems integration, Business Intelligence, information management, and custom development of IT solutions, plus project management expertise for financial institutions.
We have expertise in latest cutting edge technology to achieve better total cost of ownership. Through our qualified professionals, we assist you drive your unique risk management strategies, whether that means efficient monitoring, improving risk appetite of the financial institutions, complying with regulations, or capturing growth opportunities through innovation, this is what maximizes your decision taking potential. At Unison Consulting, we view clients as partners, and our success is only measured by the success of our partners. So we put it all on the table in order to exceed expectations.
Our staff consists of young, energetic and innovative consultants who are never afraid to challenge the conventions and push the boundaries in an effort to help our clients. For every project, no matter how large or how small, we strive to not only meet your needs, but deliver a showcase in your field
