interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
recommending and arranging insurance cover for clients
arranging to buy and sell stocks and bonds for clients
advising on investment strategies, sources of funds and the distribution of earnings.
Setting financial objectives, and developing and implementing strategies for achieving the financial objectives.
Managing funds raised from personal superannuation savings policies and unit trusts.
Assisting in meeting superannuation compliance requirements.
Directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns.
May refer clients to other organisations to obtain services outlined in financial plans.
Apex visas-India s Fastest Visa Provider, is a Pune based company that has endeavored since its inception in 2010 to bring a one stop solution to your visa related queries, Our services which include - Overseas Education assistance, Visitor Visa, Business Visa, FOREX, Ticketing, Tour Packages etc.
A.V. Immigration & Career Consultancy Pvt. Ltd. (Apex Visas) is Pune based company that has endeavored since its inception in 2010 to bring a one stop solution to all your migration related queries.
We are well known in the immigration circle for our specialized services & are praised by our clients for enriching their experience in Visa facilitation. We have a global presence with a strategic network of own and associate offices in 25 locations across the world. We are planning to extend our services to over 50 offices by the year end.
The core team of Apex Visas is spearheaded by people with more than twenty years of domain expertise. They have precision knowledge in the fields of Immigration, Visa processing and other related services. To ensure prompt and hassle free services we have a team of handpicked executives who go through rigorous & in-depth training on country specific immigration and visa processing norms & rules to arm them with the requisite knowledge. Our executives have thorough knowledge & hands-on experience in dealing with immigration procedures followed by Embassies & High Commissions.
Once you register you are assigned a case-officer who will guide you through the entire application process and assist you at every stage. They work in tandem with you to complete the process on time ensuring successful results.
Just walk into any of our offices around the globe and you can talk to our counsellor to learn more about the country of your interest. With our tailor made solutions, you will have a flexibility to choose the right package that is both appropriate and affordable.
Functions : IT
Industries : IT/Computers - Software
Skills/Roles I hire for: Sql Developer, SQL Programmer
level Hiring For: Junior Level, Mid Level, High Level