Avijeet Arora
Dubai
Summary
Award-winning Financial Advisor with over 10 years of experience in New Zealand and India, focusing on residential mortgage lending, real estate advisory, and wealth management. Achieved recognition as Top Broker in 2024 and 2025 by Reliable Financial Group, with over $65M in settlements in the first year. Expertise in delivering strategic investment and refinancing solutions for high-net-worth individuals and corporate clients. Established a robust referral network with leading real estate partners, enhancing client acquisition and retention.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Advisor - Property & Wealth
Reliable Financial Group Ltd.
04.2023 - 04.2025
- Achieved over $65 million in settlements during first year; recognized as Top Broker for 2024 and 2025.
- Specialized in advising high-net-worth clients on real estate wealth accumulation strategies.
- Built comprehensive SIP portfolios for corporate clients, including NZ Steel, Fliway, Bunnings, and Transvirtual.
- Collaborated with fund managers such as Generate, Koura Wealth, and Fisher Funds to tailor long-term yield portfolios.
- Developed referral partnerships with Barfoot & Thompson, Ray White, Boulgaris, Harcourts, and Bayleys, generating a robust mortgage pipeline.
- Mentored new advisors on compliance and application quality for residential and investment loans.
- Delivered educational sessions and hosted webinars on mortgage leverage and property equity release strategies.
- Educated clients on financial products and services, providing tailored investment recommendations.
Sales & Business Development Manager
iRelax NZ Ltd.
01.2019 - 03.2023
- Spearheaded national expansion, launching five outlets and achieving 204% revenue growth across four regions.
- Secured enterprise deals with The Greenlane Doctors, The Cave, and Body in Motion through targeted business development initiatives.
- Established digital marketing funnels, enhancing online visibility and lead generation via SEO, SEM, and Google Ads.
- Negotiated high-volume contracts with QCard, Gem Visa, and Finance Now, integrating consumer finance into retail journey.
- Managed hiring, training, and sales operations to create scalable blueprint for nationwide growth.
- Recognized with Retail Expansion Excellence Awards in 2020 and 2022 at trade expos and industry events.
Assistant International Product Manager
IPTY Ltd.
10.2016 - 12.2018
- Managed end-to-end market launch of Ogawa, SKG, and BREO, expanding presence from 2 stores to 9 across ANZ.
- Coordinated logistics, pricing, procurement, and warehousing operations in China, Singapore, and New Zealand.
- Collaborated with cross-functional teams on marketing materials and digital campaigns, increasing sales by 70% within 18 months.
- Delivered impactful product presentations and proposals to retail partners, securing accounts with premium electronics stores.
- Championed digital collaborations with third-party agencies to enhance e-commerce revenue.
SME Disputes Analyst
American Express
07.2013 - 07.2015
- Achieved promotion to Subject Matter Expert (SME) within nine months, recognized for highest productivity in 2014.
- Resolved complex financial disputes exceeding USD 100K while ensuring regulatory compliance.
- Trained over 15 new hires on effective dispute resolution and internal compliance practices.
- Developed cross-departmental workflows, reducing processing time for disputed charges by 27%.
- Maintained documentation accuracy, enhancing customer trust and case transparency.
Education
BA Honours - Economics
University of Delhi
01.2013
Masters in International Business - Global Studies
Auckland University of Technology
Auckland08-2016
Level 5 - NZ Certificate in Financial Services
New Zealand Advsior
Auckland04-2023
Digital Marketing & Google Ads -
Google
Auckland05-2022
Skills
- Residential and investment lending strategy
- Mortgage structuring and refinancing
- Wealth management and SIP planning
- Real estate partnerships and referrals
- Financial market analysis and forecasting
- HNWI and corporate advisory
- Compliance across AU & NZ
- Leadership and mentorship development
- Salesforce, Xplan, CRM, Google Suite
Awards
- Top Broker Awards - 2024 & 2025 Reliable Financial Group
- $65M+ Milestone Recognition - Adviser Association (2024)
- Retail Expansion Excellence - iRelax NZ (2020 & 2022)
- Product Expansion Excellence – Ogawa, iRest, SKG & Breo (ANZ Market)
- Highest Productivity Award - American Express (2014)
Strategic Clients & Partners
- Real Estate Partners: Barfoot & Thompson, Ray White, Harcourts, Bayleys, Bolgaris
- Corporate Clients: NZ Steel, Body in Motion, The Cave, Greenlane Doctors
- Fund Managers: Generate, Fisher Funds, Koura Wealth, NZ Funds
Certification
- NZ Certificate in Financial Services – Level 5 (Residential Lending)
- Google Certified – Digital Marketing & Google Ads
Hobbies and Interests
Photography, Football, Travel, Wellness & Personal Growth
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Timeline
Financial Advisor - Property & Wealth
Reliable Financial Group Ltd.
04.2023 - 04.2025
Sales & Business Development Manager
iRelax NZ Ltd.
01.2019 - 03.2023
Assistant International Product Manager
IPTY Ltd.
10.2016 - 12.2018
SME Disputes Analyst
American Express
07.2013 - 07.2015
BA Honours - Economics
University of Delhi
Masters in International Business - Global Studies
Auckland University of Technology
Level 5 - NZ Certificate in Financial Services
New Zealand Advsior
Digital Marketing & Google Ads -
Google
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