- Create end-to-end C360 Workflows for Single Customer View (SCV - Single platform that houses customer information i.e. product holdings etc. to allow Relationship Managers prepare for sales meetings) and Leads Management tool in line with business strategy
- Represent the business interests and needs in terms of C360 build from SCV and Lead Management perspective
- Create granular journeys for the end users for all the relevant business processes for SCV and Lead Management tool in C360 program
- Create Business Requirements Document (BRD)
- Work with the Tech and Operations Program Manager and the functional Business analysts on how to structure and sequence the different builds for SCV and Leads
- For each build Prepare business requirements document Prepare the business case Support the Tech & Operations Functional Business Analysts to suggest revised requirements if the solution is technically complex, time sensitive or costly
- Update the business case in line with dynamic requirements and user feedback
- Update the key deliverables (e.g., Investment Proposal, BRD, Business case, User adoption plan, ...)
- Key point of contact with Senior Stakeholders regarding Service Request module within the C360 Program
- Manages 1-2 Business Specialist on SCV and Leads Management module
- Reports to the Business PM Program Manager
- Work closely with the Tech & Operations team (FBA, Project managers...)
- Bachelor's Degree, preferably in business or marketing.
- Ideally you should have at least 10 years of retail/consumer banking experience
- Experience in user journey experience, end-to-end sales process and/or leads management process will be advantageous
- Good knowledge of local financial advisory ecosystem landscape
- Strong stakeholder management ability
- Excellent communication and interpersonal skills
- Experience in project management, technology, agile approach would be preferred
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Senior VP, Lead Business Unit Specialist - Singapur, Singapore - United Overseas Bank
Description
Senior VP, Lead Business Unit Specialist (Single Customer View & Leads Management), Group Retail
Posting Date: 23-May-2023 Location:Raffles Place, Singapore, SG
Company: United Overseas Bank LimitedAbout UOB
United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices.
Our history spans more than 80 years. Over this time, we have been guided by our values — Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
About the Department
The Retail function provides customers with financial solutions tailored to their personal needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.
Job Responsibilities
1. Create End-to-end User Journeys
2. Create Business Processes
3. Create Business Requirements
4. Update the Business Case
5. Project Execution and Team management
Job Requirements