Key Responsibilities :

- Implement and support solutions on Salesforce Financial Services Cloud

- Gather and analyze business requirements from stakeholders in banking, insurance, or wealth management domains

- Design and configure FSC features such as :

a. Client profiles and householding

b. Financial accounts and relationships

c. Interaction summaries and activity tracking

- Configure Salesforce standard & custom objects, page layouts, flows, and validation rules

- Work with Salesforce Lightning Experience and FSC data models

- Collaborate with technical teams for integrations and customizations (APIs, middleware)

- Ensure compliance with financial regulations and data security standards

- Support data migration, data quality, and governance processes

- Perform SIT, UAT, and production support

- Conduct workshops, training sessions, and stakeholder demos

Required Skills :

- Strong experience in Salesforce Functional Consulting

- Hands-on experience with Financial Services Cloud (FSC)

- Knowledge of banking / financial services domain processes

- Experience with Salesforce configuration (Flows, Process Builder, Validation Rules)

- Understanding of data modeling and relationship management in FSC

- Familiarity with Lightning UI and user experience design

- Strong analytical and problem-solving skills