Academic Counsellor - CFA Program

Location: Mumbai (On-site)

Industry: EdTech | Finance Certifications | Investment Banking Training

Role Overview

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.

Key Responsibilities

Lead Handling & Qualification

• 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

Academic Counseling & Admissions Sales

• 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

CRM, Follow-Ups & Reporting

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

Targets & Revenue Ownership

• 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

Ideal Candidate Profile

Experience

• 13 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

Skills & Traits

• 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

Education

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

Why Join Boston Institute of Analytics

• 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