Admission Counsellor - Finance

upGrad; Mumbai; On-site; INR 500,000 - 800,000; Full time

Job summary

upGrad, a leading Asia-based integrated learning and workforce development company, seeks an experienced inside sales and admissions counsellor for its finance-focused programs. You will engage with prospective learners, understand their goals, and guide them through program options, eligibility, and career outcomes.

You will manage a sales pipeline, meet revenue targets, and nurture leads through multiple channels to ensure successful conversions and onboarding into learning paths.

Qualifications

• 2–3 years in inside sales, admissions counselling, or consultative selling.
• Experience in EdTech or finance learning is preferred.
• Strong communication and counselling skills.
• Proficiency with CRM tools and MS Office.

Responsibilities

• Manage inbound and outbound leads for finance programs.
• Understand learners' educational backgrounds, career goals, and aspirations to recommend relevant programs.
• Provide information on curriculum, outcomes, pathways, eligibility, and career opportunities.
• Meet and exceed weekly, monthly, and quarterly targets for revenue and enrolments.
• Build and manage a healthy sales pipeline with timely follow-ups and effective closure techniques.
• Engage with prospective learners via phone, email, chat, and other channels to drive conversions.
• Identify referral opportunities to generate additional leads and strengthen the pipeline.
• Maintain records of lead interactions, follow-ups, and pipeline status using CRM tools.
• Share feedback with the reporting manager on lead quality and objections to improve sales.
• Maintain communication with enrolled learners until onboarding is completed.

Skills

Inside sales

Admissions counselling

Consultative selling

Finance industry knowledge

Tools

CRM tools

MS Excel

Job description

upGrad is one of Asia's leading integrated learning, skilling, and workforce development companies, focused on empowering individuals to build successful careers through industry-relevant education. By combining technology, academic excellence, and industry partnerships, upGrad offers learning opportunities designed to bridge the gap between education and employability.

upGrad X is upGrad's offline learning centre vertical, bringing career-focused education closer to learners through a physical, centre-led learning experience. The vertical combines structured learning, industry-relevant programs, and career-oriented support to help learners build practical skills and prepare for professional opportunities.

With a focus on connecting education to employability, upGrad X aims to make quality career-focused learning accessible through its network of offline centres.

Role and Responsibilities:

• Manage and convert inbound and outbound leads for finance-focused programs, including Investment Banking, Capital Markets, Financial Analysis, FP&A, and global certifications such as CFA and CMA.
• Understand prospective learners' educational backgrounds, career goals, and professional aspirations to recommend relevant programs and learning pathways.
• Provide comprehensive information on course curriculum, learning outcomes, certification pathways, eligibility, and career opportunities to help candidates make informed decisions.
• Meet and exceed weekly, monthly, and quarterly targets for revenue, enrolments, and lead conversions.
• Build and manage a healthy sales pipeline through timely follow-ups, lead nurturing, objection handling, and effective closure techniques.
• Engage with prospective learners through telephone calls, emails, chat, and other relevant communication channels to drive conversions.
• Identify referral opportunities within the existing learner and customer base to generate additional leads and strengthen the sales pipeline.
• Maintain accurate records of lead interactions, follow-ups, pipeline status, and conversion outcomes using CRM tools and established sales processes.
• Share regular feedback with the reporting manager on lead quality, learner preferences, objections, and conversion challenges to improve sales effectiveness.
• Maintain effective communication with enrolled learners until onboarding is completed, ensuring a smooth transition from counselling to the learning journey.
• Process Adherence: Follow established sales processes, quality standards, and data management practices while ensuring a positive prospective learner experience.

Skills & Requirements

• Proven experience of atleast 2-3 years in inside sales, admissions counselling, or consultative selling, preferably within EdTech, professional education, or the finance learning ecosystem.
• Prior experience selling finance-related courses or certifications such as Investment Banking, Capital Markets, Financial Analysis, FP&A, CFA, CMA, or similar programs is strongly preferred.
• Good understanding of finance-related qualifications, professional certifications, and career opportunities across the finance industry.
• Strong communication, interpersonal, and counselling skills, with the ability to establish credibility and build trust with prospective learners.
• Demonstrated ability to manage cold and warm leads, understand customer requirements, handle objections, negotiate effectively, and close sales.
• A proven track record of achieving or exceeding sales targets, revenue goals, and enrolment numbers.
• Customer-centric approach, with the ability to recommend suitable programs based on learner needs and career aspirations.
• Strong follow-up, pipeline management, time management, and organisational skills.
• High levels of initiative, self-motivation, accountability, and a results-oriented mindset.
• Comfortable engaging with prospective learners across multiple channels, including telephone, email, chat, and face-to-face interactions, where required.
• Proficiency in CRM tools and Microsoft Office applications, particularly Excel, Word, and PowerPoint

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, gender identity or expression, sexual orientation, age, marital status, veteran status, or disability status. All employment is decided on the basis of qualifications, merit, and business need.