Job Description

About Us

Bull Bear Cubs is one of India's fastest-growing stock market education platforms with a thriving community of

1,00,000+ learners

guided by experienced mentors.
We specialize in delivering

practical, simplified, and goal-oriented financial education

that empowers individuals to achieve

financial independence

through smart investing and trading.

We are looking for

female candidates

who are passionate about finance, client counselling, and sales -- professionals who can help students and investors take their first confident step in the world of stock markets, while also introducing

Mutual Fund and Insurance solutions

for complete financial literacy.

Role Overview

As a

Stock Market Admission Counsellor (Mutual Fund & Insurance)

, your

primary responsibility

will be to

guide and convert students for Bull Bear Cubs' stock market courses

.
In addition, you will

cross-sell Mutual Fund and Insurance products

to clients who are ready to grow their wealth or protect their future, ensuring a 360 financial solution approach.

Key Responsibilities1. Stock Market Course Counselling (Primary Focus)

Counsel and guide students, professionals, and investors on the right

stock market programs

-- from beginner to advanced levels. Understand each prospect's learning goals, financial awareness, and career aspirations. Present program features, outcomes, and success stories clearly and persuasively. Manage

inbound queries

via calls, WhatsApp, email, and webinars, ensuring timely responses and professional follow-ups. Convert leads into

confirmed admissions

, meeting and exceeding monthly enrolment targets. Maintain records in the CRM system and report conversion performance regularly.

2. Mutual Fund & Insurance Advisory (Secondary Focus)

Identify clients interested in building long-term wealth or securing financial protection. Introduce suitable

Mutual Fund

plans (SIP, ELSS, Hybrid, etc.) and

Insurance

products (Term, Health, Motor, etc.) aligned with their goals and risk profiles. Complete KYC, documentation, and onboarding for MF and insurance policies as per

SEBI, AMFI, and IRDAI

guidelines. Ensure clear communication about returns, risk, tenure, and benefits to build lasting client trust. Track renewals, SIP continuations, and policy persistency for higher retention and cross-selling opportunities.

3. Lead Management & Conversion

Manage leads efficiently using CRM tools, maintaining a structured follow-up cycle. Convert inquiries into sales through active engagement, education, and value-based counselling. Achieve monthly targets for

course enrolments

,

SIP registrations

, and

insurance sales

. Provide feedback to the marketing and operations team to improve funnel quality and conversion rates.

4. Webinars, Workshops & Community Engagement

Represent Bull Bear Cubs in

online/offline events

, orientations, and live Q&A sessions. Build rapport with learners and help strengthen Bull Bear Cubs'

1,00,000+ trader community

. Share success stories and student achievements to inspire new learners.

Preferred Candidate Profile

Female candidates preferred.

1-3 years of experience in: Education counselling or financial course sales, OR Mutual Fund / Insurance advisory, OR Financial product or trading-related roles. Strong understanding of

stock market basics

, investments, and financial products. AMFI/NISM/IRDAI certification preferred (or willingness to obtain). Bachelor's degree in

Commerce, Finance, or Business Administration

. Excellent communication in

Hindi and English

(regional language is a plus). Confident, empathetic, persuasive, and result-oriented. Skilled in

MS Office, CRM systems

, and digital communication tools.

What We Offer

Competitive Salary:

?15,000 - ?30,000 per month.

Attractive Incentives:

High commissions on

course admissions

,

SIP registrations

, and

insurance policies

.

Free Access

to Bull Bear Cubs' stock market training programs. Mentorship and learning from experienced stock market professionals.

Career Growth Path:

Senior Counsellor ? Team Lead ? Regional Manager. Supportive, dynamic, and growth-focused environment. Opportunity to work with a

vibrant community of over 1,00,000+ traders and investors

.

Key Performance Indicators (KPIs)

Stock Market Course Enrolments Mutual Fund SIP Registrations / AUM Growth Insurance Policy Sales & Renewals Lead Response Time & Follow-up Efficiency Conversion Rate and Client Satisfaction Score (CSAT/NPS)

How to Apply

Send your

resume

with a short note on your experience in

course counselling, mutual fund sales, or insurance advisory

, along with your

certifications (AMFI/NISM/IRDAI)

if available.

Job Types: Full-time, Permanent

Pay: ₹15,000.00 - ₹25,000.00 per month

Benefits:

Cell phone reimbursement Paid time off Work from home
Education:

Master's (Required)
Experience:

Stock Market Counsellor: 3 years (Required)
Language:

English (Preferred)
Work Location: Remote