Implementation Manager- BFSI
Internshala
About the job
Job Title: Project Manager/ Implementation Manager BFSIExperience: 2 6 YearsLocation: Delhi - On-site About ConvinConvin 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.Were 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 LinkedIns Top Startups listRanked Top 20 Software Companies in India by G2Best Speech & Conversation Analytics Company at CX & DCX About the RoleWe 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 ResponsibilitiesCampaign Operations & Management
- Execute and manage omni-channel customer engagement campaigns across:
- AI Voice Bots
- 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 ManagementUnderstand 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
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