Investment Analyst

• Webinar Conduct & Management - Direct Responsibility

 Plan and conduct webinars for prospective clients.

 Present the product, trading solutions, and value proposition in a simple 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.

• 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.

• 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.

• 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.

• 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.

• 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.