Advisor - Estate Planning-estate Planning-estate

3 months ago


Mumbai Maharashtra, India Kotak Mahindra Full time

Job Role
- Understanding Estate Planning through Wills and Trusts.
- Ability to meet and discuss the Estate Planning concept with clients.
- Ability to liaise and have detailed discussions on trusts with clients and their family/advisors.
- Ability to work on multiple matters at the same time and should be able to engage and respond to clients in a timely and accurate manner.
- Ideally a Chartered Accountant or a Lawyer or a MBA who has been in a Client facing role or worked in the field of estate planning atleast for a period of 1/2 years and is aware of Trust and succession laws.
- Understanding US and multi jurisdictional tax and structuring issues and having the knowledge of real estate laws will be added advantage.

Job Requirement
- Strong communication and interpersonal skills
- Diligence and attention to detail
- Ability to prioritise and get the job done
- Excellent oral & written communication skills
- Strong organizational skills
- Experience in investment/financial services will be added advantage. Understanding of tax and legal concepts relating to Trust would also be an added advantage for the role.
- Teamwork and collaboration



  • Mumbai, Maharashtra, India Kotak Mahindra Full time

    Job Role - Understanding Estate Planning through Wills and Trusts. Ability to meet and discuss the Estate Planning concept with clients. Ability to liaise and have detailed discussions on trusts with clients and their family/advisors.Ability to work on multiple matters at the same time and should be able to engage and respond to clients in a timely and...


  • Kharadi, Pune, Maharashtra, India Vastu Real Estate Full time

    Vastu Real-Estate is a property consultant specializing in Residential, Commercial, Land & Property Management located in Pune. We operate with a Full transparency module to help our clients find their dream homes or offices with ease. **Role Description** This is a full-time on-site role for a Residential Real Estate Sales Specialist at Vastu Real-Estate...


  • Mumbai, India Options Real Estate Full time

    Client Acquisition: Real estate sales executives actively seek out potential clients and generate leads through various means such as networking, referrals, cold calling, online marketing, and attending industry events. They strive to build a strong client base and establish long-term relationships. Property Listing and Marketing: Sales executives work with...


  • Kharadi, Pune, Maharashtra, India Vastu Real Estate Full time

    Vastu Real-Estate is a property consultant specializing in Residential, Commercial, Land & Property Management located in Pune. We operate with a Full transparency module to help our clients find their dream homes or offices with ease. **Role Description** This is a full-time on-site role for a Residential Real Estate Sales Specialist at Vastu Real-Estate...


  • Mumbai, Maharashtra, India Arch Real Estate Full time

    Marketing Academically Brillant Freshers welcomed as well. **Job Types**: Full-time, Permanent, Internship, Freelance Pay: ₹15,000.00 - ₹45,000.00 per month **Benefits**: - Cell phone reimbursement Schedule: - Day shift Supplemental pay types: - Commission pay - Performance bonus - Quarterly bonus **Experience**: - total work: 1 year...


  • Pune, Maharashtra, India SMC Real Estate Advisors Pvt. Ltd Full time

    **SMC Real Estate is hiring** **Department: Residential Sales** **Location: Shivaji Nagar and Baner** **Open Positions**: - **RM** Residential Sales (East and West Pune) - **TL/AG**M Residential Sales (East Pune) - **TL/AGM** Commercial Sales (East and West Pune) **Experience Required**: - 1 year of relevant experience in Real Estate in Pune is...

  • Sr. Manager

    1 week ago


    mumbai, India Reputed Real Estate & Construction Company Full time

    " Company Description A mid sized successful company of over three decades, now in high growth trajectory. Role Description This is a full-time on-site role for a Senior Manager in Real Estate Operations located in Mumbai. The Senior Manager will be basically an all rounder and responsible for overseeing daily real estate operations, acquisitions, Liaising...

  • Sr. Manager

    2 weeks ago


    mumbai, India Reputed Real Estate & Construction Company Full time

    "Company DescriptionA mid sized successful company of over three decades, now in high growth trajectory.Role DescriptionThis is a full-time on-site role for a Senior Manager in Real Estate Operations located in Mumbai. The Senior Manager will be basically an all rounder and responsible for overseeing daily real estate operations, acquisitions, Liaising &...

  • Sr. Manager

    19 minutes ago


    Mumbai, India Reputed Real Estate & Construction Company Full time

    " Company Description A mid sized successful company of over three decades, now in high growth trajectory. Role Description This is a full-time on-site role for a Senior Manager in Real Estate Operations located in Mumbai. The Senior Manager will be basically an all rounder and responsible for overseeing daily real estate operations, acquisitions, Liaising...

  • Sr. Manager

    2 weeks ago


    Mumbai, India Reputed Real Estate & Construction Company Full time

    "Company DescriptionA mid sized successful company of over three decades, now in high growth trajectory.Role DescriptionThis is a full-time on-site role for a Senior Manager in Real Estate Operations located in Mumbai. The Senior Manager will be basically an all rounder and responsible for overseeing daily real estate operations, acquisitions, Liaising &...

  • Sr. Manager

    2 weeks ago


    Mumbai, India Reputed Real Estate & Construction Company Full time

    "Company DescriptionA mid sized successful company of over three decades, now in high growth trajectory.Role DescriptionThis is a full-time on-site role for a Senior Manager in Real Estate Operations located in Mumbai. The Senior Manager will be basically an all rounder and responsible for overseeing daily real estate operations, acquisitions, Liaising &...

  • Sr. Manager

    2 weeks ago


    mumbai, India Reputed Real Estate & Construction Company Full time

    " Company Description A mid sized successful company of over three decades, now in high growth trajectory. Role Description This is a full-time on-site role for a Senior Manager in Real Estate Operations located in Mumbai. The Senior Manager will be basically an all rounder and responsible for overseeing daily real estate operations, acquisitions, Liaising...

  • Sr. Manager

    1 week ago


    mumbai, India Reputed Real Estate & Construction Company Full time

    "Company DescriptionA mid sized successful company of over three decades, now in high growth trajectory.Role DescriptionThis is a full-time on-site role for a Senior Manager in Real Estate Operations located in Mumbai. The Senior Manager will be basically an all rounder and responsible for overseeing daily real estate operations, acquisitions, Liaising &...

  • Legal Executive

    3 months ago


    Lower Parel, Mumbai, Maharashtra, India Aranath Real Estate Pvt Ltd Full time

    **Job Title: Legal Executive** **Location**:Kamala Mills, Lower Parel, Mumbai **Mode**:Work for Office **Timings**:Monday to Friday: 10:00 am to 7:00 pm 1st, 3rd, and 5th Saturday: 10:00 am to 5:00 pm **Reporting to**:Sr. Legal Manager **Responsibilities**: **1. Real Estate Documentation and Drafting**: - Draft and prepare various real estate...


  • mumbai, India Forest Hills Real Estate -Dubai | India Full time

    Company Description Role Description This is a full-time on-site role for a Real Estate Portfolio Manager at Forest Hills Real Estate - Dubai | India located in Mumbai. The Portfolio Manager will be responsible for managing real estate assets, analyzing financial data, overseeing leases, and implementing portfolio management strategies...


  • Mumbai, India SMC Real Estate Advisors Pvt. Ltd Full time

    **Key Responsibilities**: - Achieve maximum revenue targets through primary sales in the residential segment Converting prospects into customers by show-casing appropriate primary Commercial properties to the prospects, matching the investment need of the prospects. - Using leads generated by Marketing team as well as generating self-leads to convert them...


  • Mumbai, India SMC Real Estate Advisors Pvt. Ltd Full time

    **Key Responsibilities**: - Achieve maximum revenue targets through primary sales in the residential segment Converting prospects into customers by show-casing appropriate primary Commercial properties to the prospects, matching the investment need of the prospects. - Using leads generated by Marketing team as well as generating self-leads to convert them...


  • Mumbai, India Forest Hills Real Estate -Dubai | India Full time

    Company DescriptionRole DescriptionThis is a full-time on-site role for a Real Estate Portfolio Manager at Forest Hills Real Estate - Dubai | India located in Mumbai. The Portfolio Manager will be responsible for managing real estate assets, analyzing financial data, overseeing leases, and implementing portfolio management strategies...


  • mumbai, India Forest Hills Real Estate -Dubai | India Full time

    Company DescriptionRole DescriptionThis is a full-time on-site role for a Real Estate Portfolio Manager at Forest Hills Real Estate - Dubai | India located in Mumbai. The Portfolio Manager will be responsible for managing real estate assets, analyzing financial data, overseeing leases, and implementing portfolio management strategies...


  • Mumbai, India Forest Hills Real Estate -Dubai | India Full time

    Company DescriptionRole DescriptionThis is a full-time on-site role for a Real Estate Portfolio Manager at Forest Hills Real Estate - Dubai | India located in Mumbai. The Portfolio Manager will be responsible for managing real estate assets, analyzing financial data, overseeing leases, and implementing portfolio management strategies...