Assistant Vice President/Deputy Vice President - Sales - Estate Planning Products

Designation: Estate Planning - Sales - AVP/DVP

Location: Mumbai.

Experience: 5-10 years

Role & Responsibilities:

- The capacity to present the Estate Planning product to clients after grasping the principles of trust structuring.

- The candidate should understand the fundamentals of estate planning, such as succession laws, trust laws, tax laws, and general corporation law. Ideally, they should have dealt with transactions involving the administration and structuring of trusts. Ensuring prompt client communication for tasks pertaining to the trust.

- Knowledgeable about succession and trust legislation is ideal. Knowing real estate laws and comprehending US and multijurisdictional tax and structuring difficulties will be advantageous.

- Proactively identifying and pursuing potential clients, generating leads and selling appropriate financial products to implement the plan and ensure liquidity for expenses and taxes.

- Overseeing the accurate preparation, review, and maintenance of all legal documents and client files, ensuring compliance with relevant laws and regulations.