- Plan and conduct webinars for prospective clients.
- Present the product, trading solutions, and value proposition in a easy 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.
- 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.
- 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.
- Guide and support the Account Opening team in converting webinar leads into active clients.
- Track account-opening status and follow up on pending cases.
- 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.

📌 Stock Market Analyst (Agra)
🏢 RMoney
📍 Agra