CTC 3-5 Lacs PA plus incentives

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 team combines deep market knowledge with strategic insight to deliver premium property solutions and high-value investment opportunities.

Avito

Homes is focused on providing exceptional client service and building long-term relationships based on trust and performance. The firm is currently under incorporation and positioned for growth in regional and international markets.

Role Description This is a full-time, on-site role based in Delhi, India for a Relationship Manager (RM) – Wealth / Insurance / Home Loan & LAP. The RM will identify and engage prospective clients, understand their financial and real estate needs, and recommend suitable solutions across wealth products, insurance, home loans, and loan against property (LAP). Day-to-day responsibilities include sourcing and managing client portfolios, conducting financial need assessments, preparing and presenting tailored proposals, and coordinating loan and insurance documentation with internal and external stakeholders.

The role involves regular follow-ups, managing end-to-end client onboarding, ensuring compliance with internal policies and regulatory requirements, and maintaining strong,



ongoing client relationships. The RM will collaborate closely with sales, operations, and partner institutions to ensure timely closures and a high level of client sati sfaction.

Qualifications

- Proven experience in relationship management, preferably in wealth management, banking, insurance, home loans, or LAP.
- Strong knowledge of retail financial products, including investment solutions, insurance plans, home loans, and loan against property.
- Ability to conduct needs-based financial assessments and provide appropriate advisory and product recommendations.
- Effective communication, negotiation, and client engagement skills, with a focus on building long-term relationships.
- Comfort with target-driven environments and demonstrated ability to achieve sales and revenue goals.
- Familiarity with documentation, underwriting processes, and regulatory compliance for financial and loan products.
- Solid organizational and time-management skills, with the ability to handle multiple client cases simultaneously.
- Bachelor’s degree in Business, Finance, Commerce, or a related field; a postgraduate degree or relevant certifications in finance or insurance are an advantage.
- Prior experience working with real estate-linked finance solutions or high-net-worth clients is beneficial.
- Proficiency in MS Office and basic CRM tools; comfort with digital platforms used for loan and policy processing.

📌 RM - Wealth / Insurance / Home Loan & LAP (Delhi)
🏢 AVITO Homes
📍 Delhi