Inheritance Planning - Mumbai, Maharashtra, India - 1 Finance

1 Finance
1 Finance
Verified Company
Mumbai, Maharashtra, India

2 weeks ago

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter
Description
Strategy

Mumbai

Years Of Experience

No. of Openings - 1


Responsibilities:


  • Lead and manage the will and estate planning team, ensuring a high standard of service delivery and compliance with legal requirements
  • Provide expert advice and solutions to clients on all aspects of wills, estate planning, trusts, and related tax matters
  • Develop and implement strategies to grow the department, enhance client satisfaction, and maintain a competitive edge in the industry.
  • Stay abreast of legal, regulatory, and market changes affecting estate planning and incorporate necessary adjustments into service offerings
  • Conduct detailed consultations with clients to understand their estate planning needs, financial goals, and family circumstances
  • Design and oversee the preparation of customized wills, trust documents, powers of attorney, and other relevant legal documents
  • Coordinate with financial advisors, accountants, and other professionals to ensure comprehensive estate planning solutions
  • Manage and resolve complex estate planning and provide endtoend solutions to clients
  • Mentor and develop team members, fostering an environment of continuous learning and professional growth

Skills:


  • Excellent interpersonal and communication skills
  • Strong analytical and problemsolving skills
  • Commitment to staying informed on changes in laws and industry practices
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