95 Anand Rathi Insurance Brokers Jobs
Estate Planner
Anand Rathi Insurance Brokers
posted 16d ago
Fixed timing
Key skills for the job
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
Read full job descriptionPrepare for Planner roles with real interview advice
1-6 Yrs
₹ 3 - 6L/yr
Jaipur
1-6 Yrs
₹ 3 - 6L/yr
Jaipur
10-20 Yrs
Hyderabad / Secunderabad
10-20 Yrs
Hyderabad / Secunderabad