Tabassum Sayed

Tabassum Sayed

Tabassum Sayed

Customer Service Executive

Tabassum is working as a Client Service executive and takes pride in maintaining and growing the business relationship with existing clients and assist in bringing new clients on board.

She understands the importance of long-term client relationship and therefore helps them to better understand the full potential of our products and act as a liaison between the client and customer service. She’s responsible for collaborating with different work groups and departments to improve customer support programs and enhance customer satisfaction.

“How many millionaires do you know who have become wealthy by investing in savings accounts?” Robert G Allen

She has become the reliable point of contact for each customer that is required to establish a strong business relationship. Her honest, positive and friendly nature makes clients from all walks of life feel immediately at ease.

Education & Training

  • Masters in Commerce (Management)
  • Bachelor of Accounting
  • Diploma of Financial Planning

Areas of Expertise

  • Client Relationship management.
  • Superannuation and investment advice
  • Life Insurances
  • Tax minimisation strategies

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