Product Manager

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.