What you'll do

- Own each user's journey end to end no handoffs, no dropped threads.
- Explain a multi-step financial process in plain language, adjusting your approach based on the user's familiarity with financial products.
- Guide users through every step: retrieving documents, filling forms, understanding what comes next.
- Anticipate hesitation and address concerns calmly bringing users back on track without pressure.
- Track where each user is in the process, follow up at the right time, and maintain momentum across multiple touchpoints.
- Coordinate with third parties to ensure timely resolution within SLAs.
- Review documents and forms with accuracy and attention to detail — financial processes leave no room for errors.

What we're looking for

- Explicit,



confident communicator — you can make something complex feel easy, and you read the room.
- Naturally builds trust — people feel at ease with you, even in a first call.
- Patient and thorough — you'll walk someone through a process step by step without losing them.
- Organised and disciplined about follow-up — you track where things stand and act at the right moment.
- Detail-oriented — you catch things others miss and take accuracy seriously.
- Calm when users push back or hesitate — you know how to address concerns without being pushy.
- Comfortable with basic tools: Excel, Google Sheets, and Google Meet.

📌 Customer Care Executive (Gandhinagar)
🏢 Indmoney Tech
📍 Gandhinagar