CTC 3-5 Lacs plus incentive
Company Description Avito Homes is one of the leading real estate firms in the UAE, guided by seasoned professionals with expertise in Real Estate, Wealth Management, Family Offices, Real Estate Development, business setup, Golden Visa services, and Investment Banking. The company focuses on delivering premium property solutions tailored to diverse client needs and investment goals. Backed by deep market knowledge and strategic insight, Avito Homes offers exceptional client service and high-value investment opportunities. As the firm continues to grow under incorporation, it provides a dynamic environment for professionals interested in real estate and wealth ma
nagement.
Role Description The RM Wealth – Stock Broking & Mutual Funds role at Avito Homes is a full-time, on-site position based in New Delhi. The role involves managing client relationships, understanding individual investment goals, and recommending suitable stock broking and mutual fund products aligned with their risk profile and financial objectives. The professional will monitor market trends, track portfolio performance, and prepare regular reports and updates for clients. Day-to-day tasks include executing trades as per client instructions, coordinating with internal teams and external partners, ensuring regulatory and compliance requirements are met, and conducting regular reviews to optimize client portfolios. The role also includes prospecting new clients, organizing investment discussions or presentations, and contributing to the development of wealth management strategies within the real estate-focused ecosystem of Avi
to Homes.
Qualifications
- Strong knowledge of stock markets, mutual funds, and wealth management products, with the ability to analyze risk, returns, and portfolio diversification.
- Experience in client relationship management, including onboarding, advisory interactions, and ongoing portfolio review and support.
- Familiarity with regulatory frameworks and compliance standards related to securities, mutual funds, and investment advisory services.
- Proficiency in using trading platforms, portfolio management tools, and basic financial modeling or analysis software.
- Excellent communication and presentation skills, with the ability to explain complex financial concepts in clear, accessible language.
- Strong numerical and analytical abilities, attention to detail, and a structured approach to documentation and reporting.
- Ability to work on-site in New Delhi, collaborate with cross-functional teams, and manage time effectively in a fast-paced environment.
- Bachelor’s degree in Finance, Commerce, Economics, Business Administration, or a related field; relevant certifications (such as NISM/SEBI-related certifications) are an advantage.
- Prior experience in stock broking, mutual funds distribution, or wealth management is highly beneficial; exposure to real estate-linked investment opportunities is a plus.
