CRM Manager

About This Role

This role is for a CRM Lead who can write high-converting copy and design automated user journeys across app and web. The primary focus will be crafting push notifications, in-app messages, emails, and WhatsApp sequences that guide users through key financial flows. The ideal candidate brings past experience in fintech or digital banking, knowing how to write clear, simple copy for complex steps like KYC, onboarding, and loan applications. This is a high-agency strategist who uses writing to improve retention and solve funnel drop-offs.

Responsibilities

• Write all copy for push notifications, in-app banners, SMS, WhatsApp messages, and email sequences
• Structure communication flows across the user lifecycle, adapting message angles based on user behavior and drop-off points
• Identify friction points in registration and product funnels, writing targeted recovery messaging to bring users back
• Keep messaging simple, direct, and transparent across all dynamic templates and automated sequences
• Run continuous experiments testing subject lines, hooks, message length, call-to-action buttons, and value propositions
• Track open rates, click-through rates, and conversion metrics to see which messaging variations drive actual transactions
• Set up modular content rules so message copy automatically adjusts based on user profiles and past activity
• Work with Product Managers and Tech Leads to trigger the right messages based on specific user events and backend actions
• Manage notification schedules to keep messages helpful without annoying users or causing uninstalls

Requirements

• Direct experience writing product copy and lifecycle campaigns for digital banking, lending, payments, or investment apps
• Hands-on experience working with tools like MoEngage, CleverTap, WebEngage, or Braze to set up and send written campaigns
• Ability to read funnel drop-off charts and figure out what copy change will fix the leak
• Clear communication: distill complex financial products into one or two clear sentences
• High agency: take full ownership of retention metrics, rewriting underperforming campaigns without waiting for a nudge
• Audience understanding: understand user hesitation around financial decisions and write copy that builds trust and prompts action

Benefits

• Medical Insurance, Critical Illness Insurance, Accidental Insurance, Life Insurance
• Employee Assistance Program, Onsite Medical Center, Emergency Support System
• Maternity Benefit, Paternity Benefit Program, Adoption Assistance Program, Day-care Support Program
• Relocation benefits, Transfer Support Policy, Travel Policy
• Employee PF Contribution, Flexible PF Contribution, Gratuity, NPS, Leave Encashment