Counsellor

Center For Investment Education And Learning; Mumbai City; On-site; INR 350,000 - 550,000; Full time

Job summary

Finx Institute Private Limited is seeking a Senior Counsellor for B2C sales in the EdTech segment. The role focuses on driving student enrolments for professional certification programs and financial markets courses, managing leads through calls, WhatsApp, emails, and CRM.

The candidate should have 3–5 years of experience in B2C sales, EdTech, or student counselling, with strong communication, negotiation, and sales-closing skills. Experience with CRM and lead management is required.

Qualifications

• Graduate in any discipline; postgraduate qualification preferred.

Responsibilities

• Counsel prospective students and working professionals on suitable courses.
• Manage leads through calls, WhatsApp, emails, and CRM.
• Convert enquiries into paid enrolments and achieve sales targets.
• Explain course details, fees, curriculum, and career opportunities.
• Follow up with prospects, handle objections, and close sales.
• Maintain accurate CRM records and sales reports.
• Coordinate with internal teams to ensure smooth admissions and fee collection.
• Support the Sales Manager in improving team performance and conversion rates.

Skills

Communication

Negotiation

Sales closing

CRM experience

Lead management

Financial markets knowledge

Education

Bachelor’s degree or equivalent

Postgraduate qualification preferred

Tools

CRM software

Job description

Job Description: Senior Counsellor B2C Sales (EdTech)

Department: Sales & Business Development
Designation: Senior Counsellor
Industry: EdTech / Financial Markets Training
Reporting To: Sales Manager / Team Lead

About the Role

We are looking for a target-oriented Senior Counsellor to drive student enrolments for professional certification programs and financial markets courses at Finx Institute Private Limited.

Key Responsibilities

• Counsel prospective students and working professionals on suitable courses.
• Manage leads through calls, WhatsApp, emails, and CRM.
• Convert enquiries into paid enrolments and achieve sales targets.
• Explain course details, fees, curriculum, and career opportunities.
• Follow up with prospects, handle objections, and close sales.
• Maintain accurate CRM records and sales reports.
• Coordinate with internal teams to ensure smooth admissions and fee collection.
• Support the Sales Manager in improving team performance and conversion rates.

Required Qualifications & Skills

• Graduate in any discipline; postgraduate qualification preferred.
• 3-5 years of experience in B2C sales, EdTech, or student counselling.
• Excellent communication, negotiation, and sales-closing skills.
• Experience in CRM and lead management.
• Experience in financial markets or professional certification programs is preferred.

Key Performance Indicators (KPIs)

• Monthly enrolment and revenue targets.
• Lead conversion and follow-up efficiency.
• Fee collection and admission completion.
• CRM accuracy and student satisfaction.