Academic Counsellor - Finance Programs

Location: Mumbai (On-site)

Industry: EdTech | Finance Certifications | Investment Banking Training

Boston Institute of Analytics (BIA) is hiring a results-driven Academic Counselor / Inside Sales Executive with proven experience in selling finance certification and investment banking programs.

This is a B2C admissions sales role focused on driving enrollments for CFA, FRM, Investment Banking, US CPA, and CMA courses. You will work with high-intent leads, provide career-focused counseling, and convert prospects into confirmed enrollments through structured follow-ups and consultative selling.

If you have previously sold CFA, FRM, Investment Banking, or finance upskilling programs and understand finance career pathways, this role is built for you.

• Handle inbound and outbound leads for CFA, FRM, Investment Banking, US CPA, and CMA programs
• Qualify prospects based on educational background, work experience, career goals, and exam readiness
• Assess suitability for roles in Investment Banking, Risk Management, Corporate Finance, Equity Research, Accounting, and Analytics
• Prioritize high-intent leads and manage structured follow‑up cycles

• Conduct tele‑counseling, video counseling (Zoom), and in‑person counseling sessions
• Explain course curriculum, certification structure, exam levels, timelines, fees, and learning outcomes
• Counsel students on finance and investment banking career paths, salary expectations, and industry demand
• Address objections related to fees, ROI, time commitment, exam difficulty, and placement outcomes
• Drive candidates through the end‑to‑end admissions funnel: inquiry → counseling → follow‑up → payment → enrollment

• Maintain accurate records of lead status, follow‑ups, and conversions using CRM tools
• Execute consistent follow‑ups via calls, Whats App, and email to maximize conversion rates
• Track daily performance metrics including calls, counseling sessions, enrollments, and revenue

• Meet and exceed monthly admissions and revenue targets across finance and investment banking programs
• Coordinate with academic and operations teams to ensure smooth onboarding and student experience

• 1-3 years experience in EdTech sales, finance course counseling, or inside sales
• Direct experience selling CFA, FRM, Investment Banking, US CPA, CMA, or finance test‑prep programs
• Strong background in B2C admissions sales and lead conversion

• Excellent English communication and persuasive counseling skills
• Target‑driven mindset with strong objection handling and closing ability
• Comfortable using CRM systems, lead management tools, and sales reports
• Ability to build trust with finance aspirants, students, and working professionals

• Bachelor’s degree in Finance, Business, Marketing, Economics, or related field
• Exposure to finance education, certifications, or investment banking ecosystem is a strong advantage

• Fast‑growing EdTech brand with strong Finance & Investment Banking programs
• High‑quality inbound leads from digital marketing
• Performance‑linked incentives and career growth opportunities
• Opportunity to work with serious finance aspirants and professionals