To engage with the user department in providing client onboarding solutions in CRM by documenting accurately and elaborately the requirement and assessing the best suitable approach to deliver the changes/solution within the expected timeline, cost and quality in compliance with the regulatory and internal process.
Work with the viewpoint of developing business solutions to acquire customers on the digital platform and creating new business models.
Establish processes and mechanisms designed to ensure consistently high service performance.
Identify process improvements to make the onboarding process more scalable and reduce the time to value for both customers and the bank.
Engage and familiarize with key persons in the Client onboarding team.
Calendarize the meeting with the User departments team through formal meetings/emails /informal calls.