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