Key Responsibilities

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.

1. 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, reminders, and follow-up communication.

● Ensure leads are properly nurtured before the webinar and re-engaged after the webinar.

● Provide regular feedback to Marketing on lead quality and client requirements.

6. End-to-End Buyer Journey Ownership

Own and continuously improve the complete client journey: Lead → Registration → Webinar → 1:1 Session → Account Opening → Trading Setup → First Trade → Activation → Engagement

● Map every stage of the buyer journey.

● Identify drop-off points and conversion gaps.

● Define processes, communication, and ownership for every stage.

● Create SOPs and workflows for different client journeys.

● Track conversion metrics at each stage.

● Work with cross-functional teams to improve overall conversion and client experience

📌 Product Manager (Agra)
🏢 RMoney
📍 Agra