Research Analyst

1. 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.

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, 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.