Convin
Website:
convin.ai
Company:
https://www.linkedin.com/company/convin
Seniority: Not Applicable
Industries: Software Development
Job details:
About This Job
Convin
Location: Delhi, India, India
Work Mode: On-site
Industry: Software Development
Job Description
Job Title: Project Manager — BFSIExperience: 2– 6 YearsLocation: Delhi - On-site
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 BotsWhatsAppDialer systemsConfigure 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 LoansCredit CardsLoan CollectionsDemat/Trading onboardingInsurance or BFSI campaignsWork 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 RateConversion RateRPC (Right part contact)PTP (Promise to pay)Drop-offsDisposition TrendsLead Funnel MetricsAnalyze 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 clientsOperations teamsProduct & EngineeringCustomer Success teamsProvide regular updates on campaign performance and escalations.
Required Skills & Experience
Must Have
2–6 Years Of Experience In
Campaign ManagementBanking OperationsBFSI Process ManagementVoice/Call Center OperationsLending Operations
Understanding Of
Personal Loan lifecycleBanking processes & terminologyLead management workflowsCollection or sales campaignsExperience preparing and managing MIS reports.Prompt engineeringGood 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 BotsDialersCRM systemsOmni-channel engagement platformsPrior experience in fintech, NBFC, banking, or SaaS environments.Familiarity with disposition logic, call outcomes, and campaign analytics.
Key Competencies
Analytical thinkingProcess orientationAttention to detailStakeholder communicationProblem-solving mindsetOperational ownershipData-driven decision makingProject 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.
Click on Apply to know more.