Role Overview

We are seeking a customer-focused Investment Manager to manage the investor lifecycle end-to-end. This role involves engaging with prospective investors, explaining investment opportunities, and guiding them through their first transaction while building long-term relationships.

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The ideal candidate is someone who approaches sales with an advisory mindset—prioritizing education, trust-building, and clear communication over aggressive selling.

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Key Responsibilities

Engage with inbound leads via calls, messaging platforms, and other communication channels

Explain investment offerings in a simple and structured manner to build investor confidence

Address queries related to ownership, risk, returns, and exit mechanisms

Guide interested investors through the onboarding and transaction process

Maintain a well-managed pipeline through consistent follow-ups and accurate CRM updates

Share customer feedback and insights with internal teams (product, tech, marketing)

Candidate Profile

2–4 years of experience in inside sales or relationship-driven roles

Prior exposure to investment advisory, financial products, or customer-facing sales preferred

Experience in fintech, real estate, wealth management, ed-tech, or related sectors is a plus

Strong verbal communication skills in Hindi and English

Ability to simplify complex financial concepts for customers

Self-motivated, energetic, and comfortable working in a fast-paced environment

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Who Should Not Apply

Candidates with only field sales or purely B2B enterprise sales experience without customer advisory exposure

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Savanna HR is a modern recruitment and HR solutions partner that helps organizations build high-performing teams through data-driven hiring and tailored talent strategies. With expertise across multiple industries, Savanna HR delivers end-to-end recruitment solutions—from sourcing and screening to onboarding—ensuring speed, quality, and a seamless candidate experience.

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Fintech Hiring Expertise

Savanna HR specializes in supporting fintech companies with niche and high-impact hiring needs. The firm understands the unique intersection of finance, technology, and regulatory requirements, enabling it to identify candidates who bring both technical capability and domain knowledge.

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From early-stage startups to scaling fintech platforms, Savanna HR helps hire across roles such as:

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Investment advisors and wealth management professionals

Inside sales and customer success teams for financial products

Product managers and analysts with fintech exposure

Compliance, risk, and operations professionals

Tech talent including developers, data analysts, and AI specialists

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By combining deep market understanding with structured screening and evaluation frameworks, Savanna HR ensures candidates are not only skilled but also aligned with the fast-paced, trust-driven nature of fintech businesses.