1. Webinar Conduct & Management - Direct Responsibility
Plan and conduct webinars for prospective clients.
Present the product, trading solutions, and value proposition in a straightforward and engaging
manner.
Handle live questions and objections during webinars.
Track webinar performance, attendance, engagement, and conversions.
Continuously improve webinar content and presentation based on audience feedback and
conversion data.
2. One-to-One Client Sessions - Direct Responsibility
Conduct 1:1 sessions with clients who attend the webinar.
Understand the client's trading goals, experience, strategy, and requirements.
Recommend the appropriate product/platform/setup based on the client's needs.
Explain the complete process from account opening to starting live trading.
Handle client queries and objections and move qualified prospects toward activation.
3. Account Opening - Team Guidance
Guide and support the Account Opening team in converting webinar leads into active
clients.
Ensure clients receive the right information and documentation support during the
account-opening process.
Identify bottlenecks and coordinate with internal teams to resolve issues quickly.
Track account-opening status and follow up on pending cases.
4. Client Trading Setup - Team Guidance
Take ownership of ensuring clients successfully complete their trading/algo setup.
Guide the team in helping clients with:
o Trading account activation
o API/platform setup
o Algo platform integration
o Strategy setup
o Paper trading/testing
o Live trading activation
Ensure that clients don't get stuck between account opening and actual trading.
Monitor activation and identify reasons for drop-offs.
5. Marketing & Client Nurturing
Work closely with the Marketing team to create and execute pre-webinar and post-
webinar campaigns.
Suggest campaign ideas based on client questions, objections, and behaviour.
Help create educational content, WhatsApp campaigns, emails, reminde
📌 Product Manager (Agra)
🏢 RMoney
📍 Agra