Product Manager - Campaign Management
IDFC FIRST Bank Mumbai, Maharashtra, India
Banking · 10,001+ employees
About the role
The Product Manager will conceptualize, design, and govern sales incentive campaigns and engagement programs to drive business growth and productivity. They will manage the end-to-end campaign lifecycle while collaborating with cross-functional teams to ensure data-driven execution and measurable business outcomes.
What they look for
Requirements
Candidates should possess 5 to 10 years of experience in campaign management, sales excellence, or financial services distribution. A bachelor's degree is required, with an MBA or PGDM preferred, alongside strong analytical and stakeholder management skills.
Full description
Job Requirements Role Purpose
The Product Manager - Campaign Management will be responsible for conceptualizing, designing, implementing, and governing sales incentive campaigns, engagement programs, recognition initiatives, and business acceleration contests across internal sales teams and external partner channels. The role will focus on driving higher business volumes, improving productivity, enhancing engagement, and ensuring effective campaign execution across products, regions, and distribution channels.
The incumbent will work closely with Business Heads, Product Teams, Sales Teams, Partnerships, Analytics, HR, Finance, Operations, and Technology teams to launch data-driven campaigns that deliver measurable business outcomes.
Key Responsibilities
Campaign Strategy & Design
- Conceptualize and design sales campaigns, incentive programs, championships, leaderboards, recognition programs, and partner contests.
- Develop campaign constructs aligned with organizational business goals and growth priorities.
- Design campaigns to drive:
- Higher disbursements
- Customer acquisition
- Cross-sell business
- Product penetration
- Activation(resources & even Partner agents) and productivity
- Collections and portfolio quality metrics
- Create differentiated campaigns for various sales channels, products, and employee grades.
Campaign Execution & Governance
- Manage end-to-end campaign lifecycle from ideation to closure.
- Define campaign rules, participant eligibility, qualification criteria, gating conditions, payouts, rewards, and recognition mechanisms.
- Ensure timely launch, communication, tracking, and closure of all campaigns.
- Develop campaign governance frameworks and execution calendars.
Sales & Partner Engagement
- Design and manage campaigns for:
- Internal Sales Teams
- Regional and Zonal Teams
- Branch Banking Teams
- Rural Sales Teams
- DSA Channels
- Partnership Channels(Agent/VLE) Networks
- Strategic Business Partners
- Create initiatives that enhance participant engagement and healthy competition.
Business Performance Management
- Monitor campaign performance against defined objectives.
- Track key business metrics including:
- Disbursement volumes
- Lead generation
- Conversion rates
- Cross-sell business
- Activation levels
- Portfolio quality
- Recommend interventions and course corrections to maximize outcomes.
Analytics & MIS
- Develop campaign dashboards, scorecards, leaderboards, and performance reports.
- Analyze campaign effectiveness and ROI.
- Identify winning behaviors, best practices, and productivity drivers.
- Present campaign performance reviews to senior leadership.
Stakeholder Management
- Collaborate with Product, Sales, Partnerships, HR, Finance, Risk, Operations, Marketing, and Technology teams.
- Coordinate approvals, budget validation, reward management, and campaign execution.
- Ensure seamless communication between all stakeholders throughout the campaign lifecycle.
Rewards & Recognition Management
- Manage reward structures including cash incentives, recognition programs, clubs, championships, and experiential rewards.
- Ensure accurate winner declarations and timely reward disbursement.
- Maintain transparency and fairness in campaign execution.
Technology & Automation
- Work with IT and Digital teams to automate campaign tracking, participant scorecards, dashboards, and reward calculations.
- Improve campaign management processes through technology-enabled solutions.
- Develop automated reporting and visibility mechanisms for field teams and management.
Communication & Change Management
- Create campaign launch communication, FAQs, participant guides, leaderboards, and winner announcements.
- Drive awareness and adoption of campaigns across all channels.
- Ensure consistent communication throughout the campaign period.
Key Performance Indicators (KPIs)
- Incremental Business Generated through Campaigns
- Campaign ROI
- Participant Activation Rate
- Productivity Improvement
- Cross-Sell Growth
- Campaign Participation Rate
- Lead Conversion Improvement
- Partner Engagement Levels
- Campaign Execution Accuracy
- Reward Processing TAT
- Employee and Partner Satisfaction Scores
- Number of Successful Campaigns Launched
Education
- MBA/PGDM preferred.
- Bachelor's Degree in Business, Marketing, Finance, Economics, Engineering, or related discipline.
Experience
- 5 to 10 years of experience in Campaign Management, Sales Excellence, Incentive Design, Business Analytics, Product Management, Retail Banking, Rural Banking, Lending, or Distribution Management.
- Experience in managing sales incentive programs, recognition frameworks, and business growth campaigns.
- Banking, NBFC, Fintech, Insurance, or Financial Services experience preferred.
Skills Required
- Campaign Design & Execution
- Incentive Program Management
- Sales Productivity Management
- Business Analytics & MIS
- Stakeholder Management
- Project Management
- Data Analysis & Performance Tracking
- Communication & Presentation Skills
- Advanced Excel, Power BI, and Dashboard Management
- Problem Solving & Strategic Thinking
Preferred Background
Candidates from Banking, NBFCs, Fintechs, Insurance, Retail Banking, Sales Excellence, Business Performance, Distribution Management, Partnership Management, or Product Management functions who have successfully designed and executed large-scale sales and partner engagement campaigns with measurable business impact will be preferred.
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