CTC - 3 to 5 lacs

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 services, and investment banking. The organization focuses on delivering premium property solutions and high-value investment opportunities to a diverse client base. With strong market knowledge and strategic insight, Avito Homes provides comprehensive advisory services tailored to client objectives. The firm is committed to exceptional client service, long-term relationships, and innovative wealth-building strategies. Avito Homes is currently under incorporation, offering growth potential and the opportunity to help shape its future d

irection.

Role Description This is a full-time, on-site role based in New Delhi for an RM Wealth – Life Insurance Business (B2B). The role involves managing and growing relationships with institutional and corporate clients, focusing on life insurance and wealth solutions within a business-to-business framework. Daily responsibilities include identifying recent business opportunities, presenting tailored insurance and wealth management products, coordinating with internal teams to design solutions, and ensuring smooth onboarding and ongoing service for clients. The role also includes conducting market and client research, preparing proposals and presentations,



and maintaining accurate records of client interactions and pipelines. The individual will work closely with senior leadership to support revenue targets, compliance standards, and long-term partnership dev

elopment.

Qualifications

- Strong relationship management and client servicing skills, with experience in B2B interactions, preferably in insurance, wealth management, or financial services.
- Proficiency in sales, business development, and consultative selling, with the ability to identify client needs and recommend suitable life insurance and wealth solutions.
- Solid understanding of financial products, life insurance, and wealth management concepts, with the ability to explain them clearly to decision-makers.
- Effective communication, presentation, and negotiation skills, with confidence in engaging senior stakeholders and corporate clients.
- Robust analytical and research abilities, including market analysis, client profiling, and pipeline tracking using CRM or similar tools.
- High level of professionalism, integrity, and adherence to regulatory and compliance requirements in financial services.
- Ability to work independently on-site in New Delhi, collaborate with cross-functional teams, and manage multiple accounts and priorities.
- Bachelor's degree in Business, Finance, Commerce, or a related field; prior experience in life insurance or wealth management B2B roles is an advantage.

📌 RM Wealth - Life Insurance Business ( B to B ) (Delhi)
🏢 AVITO Homes
📍 Delhi