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 robust 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 prospects.
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 solid rapport with prospective clients through tru

📌 Senior Financial Planning Advisor – Acquisition Mahadevapura
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