Vimal B.
Salesforce Consultant at UST | IIM Amritsar | 2X Salesforce Certified
- Role
- Salesforce Functional Consultant - Financial Services at UST
- Location
- North Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Vimal B.
I am a Salesforce Functional Consultant specializing in Financial Services Cloud (FSC)…
Experience
Salesforce Functional Consultant - Financial Services
Jul 2023 — Present · Noida, IN
I specialize in Salesforce Financial Services Cloud (FSC), helping financial institutions drive digital transformation, enhance customer engagement, and optimize business processes. With expertise in wealth management, corporate & investment banking, and lending solutions, I work closely with stakeholders to design, implement, and customize Salesforce solutions that align with business goals.Key Areas of Expertise- End-to-End FSC Implementations (Wealth, Banking, Insurance)- Client Lifecycle Management & KYC Automation- Loan Origination & Default Prediction Models- CRM Strategy for Financial Institutions- Salesforce Sales and Service Cloud & AI-Driven Insights- Omni-Channel Service & Personalized Client ExperiencesWhat I Do- Translate financial business requirements into scalable Salesforce solutions- Design data-driven decision-making tools for relationship managers- Optimize customer current business and operation with the help of Salesforce workflows- Develop accelerators & industry-specific FSC enhancements
Education
DAV PUBLIC SCHOOL
COMMERCE
2004 — 2015
Indian Institute of Management Amritsar
Master of Business Administration - MBA, Marketing/Marketing Management, General
2019 — 2021
Satyawati College, Delhi
Bachelor of Commerce - BCom, COMMERCE
2015 — 2018
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.