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95 Anand Rathi Insurance Brokers Jobs

Estate Planner

0-2 years

Kolkata, Bangalore / Bengaluru

1 vacancy

Estate Planner

Anand Rathi Insurance Brokers

posted 16d ago

Job Role Insights

Fixed timing

Job Description

We are hiring a qualified lawyer in our Estate Planning team in Kolkata and Bengaluru. Only female candidate should apply.


Job Description:

─ Advising and consulting with clients through active participation in meetings on Estate Planning and Private family trusts

─ Drafting legal documents relating to Estate Planning and Private Family Trusts viz. Trust Deeds, WILLs, ancillary documents like Gift Deeds, Affidavits, Board Resolutions, etc.

─ Research on Indian case laws, case studies related to Estate Planning / Trusts

─ Co-ordination with Relationship Managers / Private Bankers for Trust Structures, Trust/Will documentation

─ Creation/modification of Estate Planning related content viz. FAQs, Case Studies, Articles, Presentations


Pre-requisites OR skills to be acquired:

─ Understanding of various laws & regulations viz. Indian Trusts Act, Indian Succession Act, Personal laws relating to Succession (Hindu Succession Act, Muslim Law, etc.), Transfer of Property Act

─ Understanding Tax implications pertaining to Trusts in India (Taxation of Trusts, Stamp Duty, Gift Tax, Capital Gains Tax, etc.)

- Basic Understanding of Excel for creating and maintaining MIS


Qualification:

Qualification required LLB (3 years or 5 years) - Fresh LLB graduate. 6 months to 1 year experience also can be considered.





Employment Type: Full Time, Permanent

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What Anand Rathi Insurance Brokers employees are saying about work life

based on 74 employees
51%
47%
41%
100%
Strict timing
Monday to Friday
Within city
Day Shift
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Anand Rathi Insurance Brokers Benefits

Health Insurance
Team Outings
Job Training
Work From Home
Soft Skill Training
Cafeteria +6 more
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