Soham Udare
Contact Details
A dedicated Financial Adviser at Tulip Financial Services, passionate about helping individuals and families protect their financial future with confidence.
With over 7 years of experience across sales, account management, and customer service, brings strong communication skills, relationship management expertise, and a client-focused approach to delivering tailored financial solutions. Specialises in personal insurance solutions, working closely with clients to ensure they understand their options and feel supported throughout the process.
Driven by a genuine passion for helping clients make informed decisions around insurance and financial protection.
- Financial Adviser at Tulip Financial Services, New Zealand.
- Previous experience in hospitality, sales, and account management.
- Originally from Mumbai, India.
- Experienced in working with clients from diverse cultural backgrounds.
- Passionate about helping clients secure their future and protect their families.
- Experienced in working with clients from diverse cultural backgrounds with a client-first approach.
- Strong background in sales, hospitality, and account management across 7+ years.
- Qualified for MDRT in the first year as a Financial Adviser.
