Academic Counsellor – Finance Programs

Year    MH, IN, India

Job Description

Job Title:

Academic Counsellor - Finance Programs



Location:

Mumbai

Industry:

Education | Finance Certifications | EdTech

About the Role



Boston Institute of Analytics is looking for a results-driven

Academic counsellor

with a strong track record in selling finance certification courses. Your primary responsibility will be to drive admissions for our CFA program while also engaging candidates interested in related courses such as FRM, US CPA, and CMA. You'll be the first point of contact for incoming leads--guiding, counseling, and converting them into confirmed enrollments through consultative sales.

Key Responsibilities



Lead Engagement & Qualification



Call and qualify leads generated via marketing campaigns, partnerships, and walk-ins. Understand each prospect's background, career goals, and relevance for CFA/FRM/CPA/CMA. Prioritize and nurture high-potential leads with structured follow-ups.

Counseling & Conversions



Conduct personalized counseling via calls, video sessions, and campus meetings. Explain program structure, exam levels, timelines, fees, and career opportunities. Address objections confidently (fees, time, job relevance) and move prospects toward decision-making. Drive students through the entire enrollment funnel--from inquiry to payment and onboarding.

Follow-ups & CRM Management



Manage leads effectively using CRM systems with timely updates and next steps. Maintain high-touch communication through WhatsApp, email, and calls until closure. Track daily productivity, conversion metrics, and enrollment outcomes.

Sales Targets & Revenue Growth



Consistently meet and exceed monthly admissions and revenue targets. Work closely with the operations and academic teams to ensure smooth onboarding.

What We're Looking For



Experience:



Minimum 1-2 years of proven sales experience in finance certification courses (CFA/FRM/US CPA/CMA) or test prep/EdTech. Strong background in B2C sales with demonstrated admission/closure success.

Skills & Traits:



Excellent English communication and interpersonal skills. Target-driven, persuasive, and highly organized. Strong objection handling and relationship management. Comfortable with CRM, reporting tools, and structured sales processes.

Qualification:



Bachelor's degree in business, finance, marketing, or related fields. Exposure to finance education (CFA/FRM/CPA/CMA) is a strong advantage.
Job Type: Full-time

Pay: ₹40,000.00 - ₹80,000.00 per month

Work Location: In person

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Job Detail

  • Job Id
    JD4101708
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    MH, IN, India
  • Education
    Not mentioned
  • Experience
    Year