Business Analyst Sales Enablement (Banking Domain)
Summary
Business Analyst (banking domain) supporting sales enablement: gathers requirements from bankers and RMs, analyzes CRM data to spot cross-sell and referral opportunities, prepares pre-call plans and insights, and supports pilots, UAT and reporting. Core: banking products, CRM, BRD/FRD; preferred: Salesforce FSC/Dynamics 365, Power BI/Tableau.
We are looking for a Business Analyst with banking domain experience to support sales enablement initiatives, identify cross-selling and referral opportunities, and improve banker productivity through data-driven insights and business recommendations.
Key Responsibilities
- Understand banking products, business processes, and relationship management workflows.
- Gather business requirements from bankers, Relationship Managers (RMs), and business stakeholders.
- Analyze CRM data, customer portfolios, and relationship maps to identify cross-sell and referral opportunities.
- Prepare client pre-call plans, business insights, talking points, and referral recommendations.
- Document business requirements, user stories, workflows, and business rules.
- Support bankers during pilot sessions by providing timely business insights and recommendations.
- Coordinate with business, technology, and product teams for requirement clarification and issue resolution.
- Support UAT, process improvement, and pilot performance reporting.
Required Skills
- 4-6 years of experience as a Business Analyst in the banking domain.
- Good understanding of Commercial Banking, Corporate Banking, or Wealth Management.
- Knowledge of banking products such as Lending, Treasury, Cash Management, Trade Finance, and Deposits.
- Experience in CRM systems, customer relationship management, and sales processes.
- Strong skills in requirement gathering, BRD/FRD preparation, user stories, and stakeholder management.
- Understanding of cross-selling, up-selling, and referral management.
- Good analytical, communication, and documentation skills.
- Good to Have
- Experience with Salesforce Financial Services Cloud or Microsoft Dynamics 365.
- Exposure to Power BI, Tableau, or Excel reporting.
- Experience in AI-driven sales enablement or banking transformation projects.
- Familiarity with Agile, Jira, and UAT processes.
Immediate Hiring Immediate Joiners Preferred!
Anaptyss has a policy of providing equal opportunity for all applicants and employees regardless of their color, caste, religion, age, sex/gender, national origin, citizenship, sexual orientation, gender identity or expression, disability or other legally protected status