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Specialist-Phone Banking Vendor Management

Specialist-Phone Banking Vendor Management

Ujjivan Small Finance BankBangalore Urban, Karnataka, India
26 days ago
Job description

JOB TITLE

Specialist-Phone Banking Vendor Management

GRADE

DEPARTMENT

Phone Banking

LOCATION

  • ROLE PURPOSE & OBJECTIVE
  • Responsible for overseeing the end-to-end management of third-party vendors executing outbound calling functions such as welcome calling and banking product cross-sell.
  • Responsible for performance management, dialer strategy, data optimization, compliance, hiring alignment, invoice validation, and contract governance.
  • Provide expertise in contact center operations, dialer, campaign analytics, and commercial / vendor lifecycle management.
  • KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business / Financials

  • Act as the central liaison for all outsourced contact center vendors supporting outbound campaigns.
  • Define SLAs, KPIs, and contractual deliverables; ensure vendor performance meets business targets.
  • Conduct regular vendor reviews and governance meetings to monitor progress, resolve issues, and track continuous improvement.
  • Collaborate with Procurement, Legal, and Compliance teams on onboarding new vendors, due diligence, and vendor lifecycle management
  • Customer : Manage and optimize day-to-day operations across welcome calling and multiple banking product cross-sell programs.
  • Ensure achievement of key performance indicators such as contact %, sales conversion, AHT, and occupancy.
  • Drive calling strategy across different campaigns, based on product priority, lead scoring, and customer segmentation.
  • Align vendor capacities to business volumes, ensuring SLAs are consistently met.
  • Dialer & Calling Strategy Management

  • Own dialer logic and configuration (predictive, progressive, preview) to ensure high efficiency and minimal drop rate.
  • Work with dialer teams to manage retry logic, lead recycling, list loading, and time-band strategy.
  • Analyze dialer metrics to continuously improve campaign performance – connect %, RPC (Right Party Connect), and penetration rate
  • Data Management & Campaign Analytics

  • Oversee lead allocation strategy and campaign data flow between internal systems and vendors.
  • Analyze daily, weekly, and monthly campaign performance to identify improvement areas in contact rate, conversion %, and sales funnel movement.
  • Recommend actionable strategies to improve penetration – such as better call timing, prioritization models, or targeting rules.
  • Track lead aging, disposition quality, and list utilization metrics to minimize waste and maximize ROI
  • Internal Process :

  • Align vendor hiring plans with projected campaign requirements and ensure timely resource onboarding.
  • Review hiring profiles, support in joint interviews (where required), and validate skill readiness of vendor staff.
  • Ensure optimal headcount planning and bench readiness at vendor end to avoid performance gaps
  • Invoice Validation & Commercial Management

  • Verify monthly vendor invoices against agreed output KPIs, calling volume, and performance benchmarks.
  • Coordinate with Finance and Vendor SPOCs for timely invoice processing, deductions, and escalations.
  • Maintain accurate documentation of commercials, volume commitments, and rate card terms
  • Learning & Compliance

  • Oversee complete vendor contract lifecycle including renewals, amendments, penalty clauses, and exit terms.
  • Ensure 100% adherence to regulatory guidelines (TRAI, RBI, internal audits) and contractual obligations.
  • Maintain documentation of call scripts, campaign approvals, and vendor communication trails for audit readiness.
  • MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS
  • Educational

    Qualifications

  • Any Graduate / Post Graduate (Any Stream)
  • Experience (Years and Core Experience Type)

  • 5-8 years of experience in call center operations with at least 5–7 years managing outsourced vendors (preferred)
  • Experience with outbound campaigns in BFSI or telecom is preferred
  • Create a job alert for this search

    Vendor Management • Bangalore Urban, Karnataka, India

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