Customer Care Executive

Indmoney Tech; Gandhinagar, Ahmedabad District; On-site; INR 350,000 - 550,000; Full time

Job summary

Indmoney Tech is seeking a skilled customer journey facilitator in Gandhinagar, India to guide users through end-to-end financial processes. You will explain steps clearly, follow up effectively, and coordinate with third parties to meet SLAs.

Ideal candidates are patient, detail-oriented, and calm under pressure, with proficiency in Excel, Google Sheets, and Google Meet. You’ll manage multiple touchpoints across customers in a fast-paced environment.

Qualifications

• Clear, confident communicator.
• Naturally builds trust with users.
• Patient and thorough in guiding users through processes.
• Organised with strong follow-up discipline.
• Detail-oriented and accurate.
• Calm when users hesitate or push back.
• Proficient with Excel, Google Sheets and Google Meet.

Responsibilities

• Own each user's journey end to end with no handoffs or dropped threads.
• Explain multi-step financial processes in plain language and adjust based on user familiarity.
• Guide users through every step: retrieving documents and filling forms.
• Anticipate hesitation and address concerns calmly to keep users on track.
• Track user progress and follow up at the right moments across multiple touchpoints.
• Coordinate with third parties to ensure resolution within SLAs.
• Review documents and forms with accuracy and attention to detail.

Skills

Clear communicator

Trust building

Patient and thorough

Follow-up discipline

Attention to detail

Calm under pressure

Excel

Google Sheets

Google Meet

Tools

Excel

Google Sheets

Google Meet

Job description

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

• Clear, 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.