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Company Description
WC Securities Pvt. Ltd. (Wealthcare Securities Pvt. Ltd.) is a trusted financial services firm with over 23 years of experience in Financial Planning, Investment Advisory. Currently managing more than Rs. 1,000 crores in client assets, we prioritize a Client-Centric Service Model to offer customized financial solutions that adapt to the evolving needs of individuals, families, and businesses. Under the leadership of CA CFP Mukesh Gupta and a dedicated team of professionals, including MBAs, CAs, and CFPs, we assist clients with retirement planning, investment strategies, estate planning, and tax advisory services. Our product offerings include Mutual Funds, SIP investments, Insurance Advisory, and Fixed Income products, designed to help clients achieve their financial goals with precision and confidence.
Role Description
- This is a full-time, on-site role for a Sales Support Specialist located in Noida. The Sales Support Specialist will provide operational and administrative support to the sales team, ensuring smooth sales operations. Preparing investment proposals for clients including:
- SIP recommendations
- Lump sum investment recommendations
- Asset allocation reports
- Creating and sharing client portfolio review reports periodically
- Preparing recommendation sheets and investment presentations using internal software platforms such as NGen and other wealth management tools
- Assisting clients with KYC-related processes and documentation
- Conducting mutual fund research and analysis including:
- Portfolio overlap analysis
- Fund comparisons
- Performance analysis
- Scheme-related research as required by management
- Handling customized client reporting requirements
- Coordinating with advisors and relationship managers for timely client deliverables
- Maintaining accuracy and confidentiality of client data and reports
Qualifications
- Strong analytical skills to interpret and evaluate sales data and trends
- Effective communication skills, both written and verbal, for interaction with clients and internal teams
- Experience in Sales Operations or related business support roles
- Bachelor’s degree in Business Administration, Finance, or a related field
- Graduate/Postgraduate in Finance, Commerce, or related field
- NISM certification preferred
- Prior experience in Wealth Management / Mutual Fund Industry preferred
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