23 Aug
|
AVITO Homes
|
Delhi
Company Description AVITO Homes is one of the leading real estate firms in the UAE, guided by experienced professionals with backgrounds in real estate, wealth management, family offices, real estate development, business setup, Golden Visa advisory, and investment banking. The firm focuses on delivering premium property solutions tailored to the needs of a diverse client base, along with exceptional service and strategic investment options. With deep market knowledge and robust analytical capabilities, AVITO Homes designs high-value opportunities for individual and institutional investors. The company is currently under incorporation and is building a dynamic team to support its growth and expansion.
Role Description The RM – Equity & Mutual Fund at AVITO Homes will manage client relationships and advise on equity and mutual fund investment opportunities aligned with clients financial goals. Day-to-day responsibilities include conducting market and product research, preparing investment proposals, monitoring portfolio performance, and providing regular updates and recommendations to clients. The role also involves coordinating with internal teams to ensure seamless execution of transactions,
maintaining accurate documentation, and adhering to regulatory and compliance requirements. This is a full-time, on-site role based in Delhi, requiring close collaboration with colleagues and direct engagement with clients.
Qualifications
- Strong skills in equity and mutual fund advisory, portfolio analysis, and client investment planning.
- Proficiency in financial markets research, data interpretation, and use of basic financial tools and software.
- Solid relationship management, communication, and presentation skills to engage and retain clients.
- Attention to detail and capability in documentation, reporting, and compliance adherence.
- Bachelor's degree in Finance, Economics, Business, or a related field; relevant certifications (e.g., NISM, CFA level, or equivalent) are an advantage.
- Prior experience in wealth management, financial advisory, or brokerage environments is preferred.
- Ability to work on-site in Delhi, manage multiple client accounts, and meet time-sensitive targets.
Stipend : Rs. 30,000 + Incentive + Annual Bonus
📌 RM - Equity & Mutual Fund (Delhi)
🏢 AVITO Homes
📍 Delhi