Who are we ?

experienced Financial Services professionals having more than a combined experience of five decades being in the client management space.

a deep understanding of financial services products across banking, insurance, asset management, broking etc.

a profound understanding of client preferences and the need to simplify the options available.

the experience of having transformed client benefits using technology tools to foster a more personalized to efficient financial services journey.

working with experts on Artificial Intelligence (AI), Robotics and Data Sciences

Meet the core team..

Extensive expertise in Financial Services encompassing business development, operational excellence, customer service and technology conceptualization and implementation across banking, insurance, wealth management spanning over two decades.
Possessing a fervent belief in the power of customer service to drive business success.
Dedicated to bridging the gap between consumer behaviour and technology adoption to drive meaningful change.
Pawan can be reached via pawan@sales-assist.co.in

A professional with 20 years of experience in the wealth management and banking space
In the business of managing wealth portfolios of ultra high net-worth clients
Planning and advising clients on investment after evaluating their risk appetite, time horizons and life goals
Managing risk and thereby enhancing returns for clients
Partnering with clients in their entire journey of wealth creation
Manjeema can be reached via manjeema@sales-assist.co.in