Estate & Succession Planning

4 days ago

Mumbai Surat, India RECEX Full time ₹ 12,00,000 - ₹ 36,00,000 per year


Job Description:

Key Responsibilities:
● Engage with clients and their families to understand their legacy aspirations, business
continuity goals, and succession preferences.
● Develop customized estate and succession strategies, incorporating wills, trusts, family
governance, nominations, and other planning tools.
● Partner with internal teams, legal experts, and tax advisors to offer end-to-end estate
planning solutions.
● Educate clients about the importance of wealth succession, inheritance laws, and tools to ensure
smooth generational transition.
● Facilitate workshops and awareness sessions for clients and NJ Wealth Partners on estate
planning fundamentals.
● Keep updated on evolving laws, tax structures, and best practices in succession and inheritance
planning.

We are looking for:
1. A professional with 4+ years of experience in estate planning, financial advisory, or private client
services.
2. Qualified in Law, Finance, or a related field (CA, CFP, LLB, Trust & Estate Practitioner, or similar
certification is a plus).
3. Skilled in client communication with a high level of trust, empathy, and discretion.
4. Familiar with Indian succession laws (Hindu Succession Act, Indian Succession Act 1925, Indian
Trusts Act 1882 etc.) and estate planning tools.
5. Passionate about guiding clients in building legacies and navigating complex family dynamics
with sensitivity.


  • Estate Planning Advisor

    2 weeks ago

    Delhi, Mumbai, NCR, Pune, India Willjini Succession Services Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesFirst things first: You wont be making cold calls or persuading anyone to buy something they dont need.Instead, youll be advising clients who have shown interest in our services - and guiding, educating them make the best decisions for their unique situations.Think of an Advisor: empathy first, zero hard-sell, deep product...

  • Legal - Estate Planning-estate Planning-estate Planning

    1 week ago

    Mumbai, Maharashtra, India Kotak Mahindra Full time

    **Estate Planning** - Department - Estate Planning (Legal) - Location - Mumbai - Number of Positions - 1 - Position Grade - Sr. Manager/Associate Vice President Estate Planning is a business which is being done through Kotak Mahindra Trusteeship Services Limited. Estate Planning involves succession planning by creation of Trust Structures for Clients and...

  • Real Estate Agent

    2 weeks ago

    Mumbai, India Property Pistol Full time

    **Job Profile** - Organize, Plan and Implement (real-estate) project specific sales. - Discuss and follow-up on opportunities with prospective buyers. - Coordinate site visits with prospective buyers and enable deal closure. - Handle daily operations including internal company CRM tools. - Take ownership and initiative to hone up real estate knowledge and...

  • Real Estate Agent

    2 weeks ago

    Navi Mumbai, India Property Pistol Full time

    **Job Profile** - Organize, Plan and Implement (real-estate) project specific sales. - Discuss and follow-up on opportunities with prospective buyers. - Coordinate site visits with prospective buyers and enable deal closure. - Handle daily operations including internal company CRM tools. - Take ownership and initiative to hone up real estate knowledge and...

  • Real Estate Sales Agent

    2 weeks ago

    Mumbai, India Property Pistol Full time

    **Job Profile** - Organize, Plan and Implement (real-estate) project specific sales. - Discuss and follow-up on opportunities with prospective buyers. - Coordinate site visits with prospective buyers and enable deal closure. - Handle daily operations including internal company CRM tools. - Take ownership and initiative to hone up real estate knowledge and...

  • Real Estate Salesperson

    4 days ago

    Mumbai, Maharashtra, India N-Tek Consulting Pvt. Ltd. Full time

    We are Hiring for Real Estate Sales Manager for one of our client **Experience**: Min 6 Months exp in real estate sales **Location: Panvel, Kharghar, Thane, Ulwe, Andheri, Kandivali** **Duties/Responsibilities**: - Organize, Plan and Implement (real-estate) project specific sales. - Discuss and follow-up on opportunities with prospective buyers. -...

  • Real Estate Broker

    2 weeks ago

    Vashi, Navi Mumbai, Maharashtra, India Property Pistol Full time

    **Job Profile** - Organize, Plan and Implement (real-estate) project specific sales. - Discuss and follow-up on opportunities with prospective buyers. - Coordinate site visits with prospective buyers and enable deal closure. - Handle daily operations including internal company CRM tools. - Take ownership and initiative to hone up real estate knowledge and...

  • Real Estate Manager

    1 week ago

    Mumbai, Maharashtra, India Siddhivinayak Real Estate Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Siddhivinayak Real Estate is looking for a dynamic and confident Sales Girl to join our team. The ideal candidate should have good communication skills and prior experience in sales or real estate. You will be responsible for meeting clients, showcasing properties, and generating leads in nearby areas.Key Responsibilities:Promote and sell...

  • Real Estate Broker

    4 days ago

    Ulwe, Navi Mumbai, Maharashtra, India Property Pistol Full time

    Organize, Plan and Implement (real-estate) project specific sales. - Discuss and follow-up on opportunities with prospective buyers. - Coordinate site visits with prospective buyers and enable deal closure. - Handle daily operations including internal company CRM tools. - Take ownership and initiative to hone up real estate knowledge and stay up-to-date with...

  • Real Estate Agent

    1 week ago

    Kharghar, Navi Mumbai, Maharashtra, India Property Pistol Full time

    Organize, Plan and Implement (real-estate) project specific sales. - Discuss and follow-up on opportunities with prospective buyers. - Coordinate site visits with prospective buyers and enable deal closure. - Handle daily operations including internal company CRM tools. - Take ownership and initiative to hone up real estate knowledge and stay up-to-date with...