Academic Counsellor – Finance Programs

Boston Institute of Analytics; Mumbai; On-site; INR 300,000 - 500,000; Full time

Job summary

A leading education and training provider in Mumbai is seeking an Academic Counsellor to drive admissions for finance programs such as CFA, FRM, and CPA. The ideal candidate will possess strong sales experience and excellent communication skills, guiding prospects from inquiry to enrollment. This is a full-time, entry-level position offering opportunities to excel in a dynamic environment.

Qualifications

• Minimum 1–2 years of proven sales experience in finance certification courses.
• Strong background in B2C sales with demonstrated admission success.
• Exposure to finance education (CFA/FRM/CPA/CMA) is a strong advantage.

Responsibilities

• Call and qualify leads from marketing campaigns.
• Conduct personalized counselling via calls and meetings.
• Manage leads effectively using CRM systems.
• Track daily productivity and conversion metrics.
• Collaborate with operations and academic teams.

Skills

Sales experience in finance certification courses

Strong objection handling

Excellent communication skills

Relationship management

Organized and target-driven

Education

Bachelor’s degree in business, finance, marketing, or related fields

Tools

CRM systems

Reporting tools

Job description

Job Title: Academic Counsellor – Finance Programs

Company: Boston Institute of Analytics

Industry: Education | Finance Certifications | EdTech

About the Role

Boston Institute of Analytics is seeking a results‑driven academic counsellor to drive admissions for our CFA program and related courses such as FRM, US CPA, and CMA. The candidate will serve as the first point of contact for incoming leads, guiding, counselling, and converting them into confirmed enrollments through consultative sales.

Key Responsibilities

• 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.
• Conduct personalized counselling via calls, video sessions, and campus meetings.
• Explain program structure, exam levels, timelines, fees, and career opportunities.
• Address objections confidently and guide prospects toward decision‑making.
• Drive students through the entire enrollment funnel—from inquiry to payment and onboarding.
• 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.
• Consistently meet and exceed monthly admissions and revenue targets.
• Collaborate with operations and academic teams to ensure smooth onboarding.

What We’re Looking For

• 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.
• 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.
• Bachelor’s degree in business, finance, marketing, or related fields.
• Exposure to finance education (CFA/FRM/CPA/CMA) is a strong advantage.

Additional Details

Location: Mumbai, Maharashtra, India

Employment type: Full‑time

Seniority level: Entry level

Job function: Education and Training

Industries: Education