- Sakash Resource Management Limited, part of the Sakash Group, is a leading end-to-end manpower outsourcing service provider headquartered in Mumbai. Since 1984, the group has expanded from outsourcing services into professionally managed facility management, contract staffing, permanent recruitment, counseling, and training.
On behalf of a leading financial (a SEBI Registered Investment Advisor (RIA), is a core financial planning and fee-based advisory company)client in Bangalore, we are hiring for the following position:
Job Description:
Role: Senior Financial Planning Advisor – Acquisition
Location: Mahadevapura, Bangalore
Experience: 2–3+ years of relevant financial advisory/acquisition experience
CTC Budget: ₹6–13 LPA (Flexible for the right candidate. Higher compensation can be considered if the profile and experience justify it.)
Purpose
The Financial Planning Specialist will lead financial planning conversations with prospective clients and drive the advisory-led acquisition process. This is a consultative financial advisory role where creating high-quality financial plans, analysing portfolios, and presenting solutions form the core responsibilities. Client acquisition is the natural outcome of a strong planning-led engagement.
Key Responsibilities
- Conduct detailed goal-setting discussions with prospects and understand their financial profile.
- Prepare, customise, and present Fintoo’s financial plans (cash flows, asset allocation, ESOP strategy, retirement modelling, risk planning).
- Analyse existing portfolios and identify diversification, restructuring, and rebalancing opportunities.
- Recommend investment strategies aligned with the client’s risk appetite and long-term objectives.
- Coordinate with the Core Advisory team for deeper analysis and implementable portfolios where required.
- Explain complex financial concepts in simple language to help clients make informed decisions.
- Build strong rapport with prospective clients through trust-based advisory conversations.
- Handle objections, clarify queries, and guide prospects towards long-term wealth planning solutions.
- Conduct discovery calls to understand client needs and expectations.
- Convert planning discussions into paid advisory clients through consultative selling, not push-based selling.
- Engage with referred clients, network-driven leads, and digital inquiries.
- Proactively identify opportunities for new client relationships based on advisory gaps and life events.
- Document all client details, planning notes, and handover information for smooth transition to the Core Advisory team.
- Stay updated on mutual funds, equity markets, ESOP structures, global products, and tax- efficient strategies.
- Understand RIA-compliant advisory processes and explain them confidently to prospects.
Key Requirements
- Strong understanding of financial planning concepts — cash flow, asset allocation, risk profiling, ESOP management, and tax basics.
- Excellent communication, storytelling, interpersonal, and relationship management skills. Ability to simplify and present a financial plan confidently to HNI prospects.
- Good understanding of financial products (mutual funds, ETFs, equity, debt, global products).
- High emotional intelligence, patience, and advisory mindset.
- Proficiency in Microsoft Excel & PowerPoint for plan creation and analysis. Strong written and verbal communication in English.
Qualification
- MBA/Postgraduation (Finance preferred)
- NISM XA/XB mandatory; CFP or CWM preferred
- 2–3+ years’ experience in financial planning, advisory, wealth management, or a hybrid advisory + acquisition role
Pay: ₹600,000.00 - ₹1,300,000.00 per year
Work Location: In person
