About the job
Job Title: Project Manager — BFSI
Experience: 2– 6 Years

About Convin

Convin is a Conversation Intelligence platform built by IIT Delhi alumni to transform sales, collections, and customer experience. With our proprietary AI and automation, we help enterprises analyze conversations, drive insights, improve conversions, and deliver exceptional customer experiences.

We’re trusted by leading brands like Urban Company, Physics Wallah, ICICI Lombard, SBI Life, Shaddi.com, Bajaj and Niva Bupa, Aditya Birla Group Etc. across industries such as EdTech, FinTech, HealthTech, Hospitality, Travel, and BPO.

Highlights:

Raised $6.5M in Series-A (2024) and $2.1M seed funding (2022)

Featured in LinkedIn’s Top Startups list

Ranked Top 20 Software Companies in India by G2

Best Speech & Conversation Analytics Company at CX & DCX

About the Role

We are looking for a Campaign Manager to manage and optimize omni-channel AI voice bot campaigns for banking and lending use cases. The role involves end-to-end campaign execution, MIS management, banking process coordination and performance tracking across voice, WhatsApp, SMS, email and related customer engagement channels.

The ideal candidate should have strong exposure to banking operations, lending products (especially Personal Loans), outbound/inbound campaigns and data-driven campaign management.

Key Responsibilities

Campaign Operations & Management

Execute and manage omni-channel customer engagement campaigns across:
AI Voice Bots
WhatsApp
Dialer systems
Configure and monitor campaign journeys, retry logic, dispositions and escalation flows.
Coordinate with internal product, operations and client teams for campaign launches.
Ensure campaign SLAs, TATs and daily delivery targets are achieved.
Banking & Lending Process Management

Understand banking workflows and customer journeys for:

Personal Loans
Credit Cards
Loan Collections
Demat/Trading onboarding
Insurance or BFSI campaigns
Work closely with banking/NBFC stakeholders to align campaign logic with business rules.
Handle customer segmentation based on banking eligibility, lead stages, risk profiles and funnel stages.
MIS & Reporting

Prepare daily/weekly/monthly MIS reports for banking clients.
Track campaign KPIs such as:
Connect Rate
Conversion Rate
RPC (Right part contact)
PTP (Promise to pay)
Drop-offs
Disposition Trends
Lead Funnel Metrics
Analyze campaign performance and share actionable insights with stakeholders.
Maintain data accuracy and reporting hygiene.
Campaign Optimization

Identify gaps in customer journeys and improve campaign performance.
Suggest improvements in scripts, call flows, retry strategies and customer engagement.
Work closely as part of the QA and analytics function to improve campaign performance and outcomes.
Stakeholder Management

Coordinate with:
Banking clients
Operations teams
Product & Engineering
Customer Success teams
Provide regular updates on campaign performance and escalations.
Required Skills & Experience

Must Have

2–6 years of experience in:

Campaign Management
Banking Operations
BFSI Process Management
Voice/Call Center Operations
Lending Operations
Understanding of:

Personal Loan lifecycle
Banking processes & terminology
Lead management workflows
Collection or sales campaigns
Experience preparing and managing MIS reports.
Prompt engineering
Good understanding of campaign metrics and operational KPIs.
Advanced Excel/Google Sheets skills.
Ability to manage multiple campaigns simultaneously.
Basic scripting language knowledge (example: Python, Ruby)
Preferred

Experience working with:
AI Voice Bots
Dialers
CRM systems
Omni-channel engagement platforms
Prior experience in fintech, NBFC, banking, or SaaS environments.
Familiarity with disposition logic, call outcomes, and campaign analytics.
Key Competencies

Analytical thinking
Process orientation
Attention to detail
Stakeholder communication
Problem-solving mindset
Operational ownership
Data-driven decision making
Project Management

Education

Bachelor’s degree in Business, Finance, Operations, Marketing or related field.
MBA preferred but not mandatory.

Perks & Benefits

Learning & Upskilling – Reimbursement of ₹1,000 per month (up to ₹12,000 per year) towards books or courses, work-related or otherwise.

Wellness & Leisure Allowance – ₹24,000/year (claimable as ₹6,000 quarterly or ₹24,000 annually) for personal travel, retreats, or gym memberships.

Comprehensive Insurance – Health insurance of ₹5,00,000 (self & family) + accident coverage of ₹25,00,000.

Friday Treats – Weekly snacks for in-office employees.

Friday Fun & Wellness – Bi-monthly yoga, health check-ups, learning sessions, and cultural activities.

Quarterly Team Outings – Relax, connect, and grow together.