Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall. Responsibilities Crafted personalized financial roadmaps for 2000+ clients, helping them protect, grow, and pass on wealth Advised business owners on continuity, key personnel protection, and legacy planning Consulted on tax-efficient investment strategies for professionals across various industries Designed and implemented employer-employee benefit solutions for organizations Delivered educational workshops, webinars, and 1:1 sessions on financial literacy Qualifications Strong client relationship and risk analysis skills Expertise in business protection and long-term wealth planning Speaker and trainer for financial literacy and empowerment Show more Show less
Company Description Udaan Champions Of Change specializes in empowering individuals and families to preserve their wealth, values, and dreams for future generations. Our mission is to help craft a legacy of financial security, emotional peace, and lasting purpose. We offer services focused on creating seamless and meaningful transitions, fostering harmony, and ensuring lasting impact through estate and wealth planning, value-based legacy design, financial literacy education, family harmony and conflict resolution, comprehensive risk management, and strategic philanthropy. Role Description This is a full-time role for an Entrepreneurship position, located on-site in Mumbai. The role involves day-to-day tasks such as developing and implementing business plans, conducting market research, managing budgets, and overseeing business operations. The position also requires nurturing client relationships, providing financial advice, and ensuring compliance with regulatory requirements. Qualifications Strong skills in developing and implementing business plans and strategies Experience in conducting market research and analyzing market trends Excellent budget management and financial analysis skills Proficiency in overseeing business operations and project management Excellent client relationship management and communication skills Knowledge of regulatory compliance and risk management Ability to solve problems and think strategically Bachelor&aposs degree in Business Administration, Entrepreneurship, or related field Experience in the financial services or related industry is a plus Show more Show less