Academic Counsellor

6 hours ago

Mumbai, Maharashtra, India Boston Institute of Analytics Full time

Job Title: Academic Counsellor - CFA Program

Location: Mumbai

Industry: Education | CFA| Financial Certification | EdTech

About the Role:

Boston Institute of Analytics is seeking an experienced and persuasive Academic Counsellor to drive admissions for its flagship CFA (Chartered Financial Analyst) training program. You'll be the first point of contact for incoming leads, responsible for counseling students via phone, video calls, and face-to-face meetings, while converting inquiries into confirmed enrollments through a structured sales process.

Key Responsibilities:

Lead Calling & Qualification

  • Make outbound calls to leads generated through digital marketing, partnerships, and walk-ins.
  • Understand the student's background, goals, and eligibility for the CFA course.
  • Qualify and prioritize leads based on interest, urgency, and readiness to enroll.

Follow-ups & CRM Management

  • Maintain a robust follow-up schedule via calls, WhatsApp, SMS, and email.
  • Use CRM tools to track lead stages, next actions, and conversion progress.
  • Maintain daily records of interactions, lead updates, and closures.

Video Counseling & Campus Walk-ins

  • Conduct one-on-one video counseling sessions (Zoom/Google Meet) to explain the course roadmap, fees, batch schedules, and career outcomes.
  • Handle in-person walk-in inquiries at the campus and provide full counseling support.
  • Tailor sessions to address common student objections (fees, timing, relevance) and guide them to a confident decision.

End-to-End Sales Closure

  • Drive prospects through the full B2C sales funnel - from inquiry to counseling to enrollment and payment.
  • Collaborate with internal teams to process admissions, collect documents, and confirm course onboarding.
  • Meet and exceed monthly admission and revenue targets.

Career & Academic Guidance

  • Educate students about the CFA curriculum, level-wise exams, and how it maps to roles in investment banking, equity research, portfolio management, and financial consulting.
  • Provide realistic expectations on timelines, job outcomes, and future upskilling needs.

What We're Looking For:

Experience:

  • Minimum 1 year of experience in academic counseling, inside sales, or education B2C sales preferably CFA test prep courses (CFA/finance/edtech background preferred).

Skills & Traits:

  • Strong English and communication skills
  • Target-driven, persuasive, and relationship-focused.
  • Excellent objection handling, follow-up discipline, and closing skills.
  • Comfort with CRM and lead management systems.

Qualification:

  • Bachelor's degree in Business, Finance, Marketing, or related fields.
  • Additional certifications in sales or finance education are a plus.

  • Academic Counsellor

    2 days ago

    Mumbai, Maharashtra, India Boston Institute of Analytics Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Job Title: Academic Counsellor - CFA ProgramLocation: MumbaiIndustry: Education | CFA| Financial Certification | EdTechAbout the Role:Boston Institute of Analytics is seeking an experienced and persuasive Academic Counsellor to drive admissions for its flagship CFA (Chartered Financial Analyst) training program. You'll be the first point of contact for...

  • Academic Counsellor

    2 weeks ago

    Mumbai, Maharashtra, India Boston Institute of Analytics Full time

    Job Title: Academic Counsellor - CFA Program Location: Mumbai Industry: Education | CFA| Financial Certification | EdTech About the Role: Boston Institute of Analytics is seeking an experienced and persuasive Academic Counsellor to drive admissions for its flagship CFA (Chartered Financial Analyst) training program. You'll be the first point of contact...

  • Academic Counsellor

    2 weeks ago

    Mumbai, Maharashtra, India Boston Institute of Analytics Full time

    Job Title: Academic Counsellor - CFA Program Location: Mumbai Industry: Education | CFA| Financial Certification | EdTech About the Role: Boston Institute of Analytics is seeking an experienced and persuasive Academic Counsellor to drive admissions for its flagship CFA (Chartered Financial Analyst) training program. You'll be the first point of contact...

  • Experienced Academic Counsellor

    1 day ago

    Navi Mumbai, Maharashtra, India Iitians Spectrum Full time US$ 60,000 - US$ 1,20,000 per year

    Role & responsibilitiesConduct one-on-one counselling sessions with students and parents.Understand academic needs and recommend suitable courses/programs.Handle inquiries (walk-ins, calls, emails) and convert leads into admissions.Maintain follow-ups and manage the student database through CRM tools.Collaborate with faculty and admin teams to ensure...

  • Academic Counsellor

    2 days ago

    Navi Mumbai, Maharashtra, India Boston Institute Of Analytics Global Education Pri Vate Limited Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Job Title: Academic Counsellor - CFA ProgramLocation: MumbaiIndustry: Education | CFA| Financial Certification | EdTechCompensation: LPAAbout the Role:Boston Institute of Analytics is seeking an experienced and persuasive Academic Counsellor to drive admissions for its flagship CFA (Chartered Financial Analyst) training program. Youll be the first point of...

  • Academic Counsellor

    1 day ago

    Mumbai, Maharashtra, India Unacademy Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Unacademy Headquartered in Bengaluru, Unacademy is Indias largest learning platform that brings expert educators together with millions of students in need of quality education. With a mission to democratize education, Unacademy has been a pioneer in the online education sector, providing high-quality content to millions of learners across the country. In...

  • Academic Counsellor

    2 days ago

    Mumbai, Maharashtra, India Unacademy Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Unacademy Headquartered in Bengaluru, Unacademy is India's largest learning platform that brings expert educators together with millions of students in need of quality education. With a mission to democratize education, Unacademy has been a pioneer in the online education sector, providing high-quality content to millions of learners across the country. In...

  • Education Counsellor

    4 weeks ago

    Mumbai, Maharashtra, India Kalrashukla Classes Full time

    Job DescriptionPosition: Education Counsellor (B2B and B2C)Location: Dadar, Ghatkopar, Vile Parle & Borivali.Reports to: Business HeadRole Overview: The Education Counsellor serves as a trusted academic advisor to students and parents, helping them make informed decisions about NEET, JEE, and MHT-CET coaching programs overed by Kalrashukla. The counsellor...

  • Academic Counsellor – Finance Programs

    6 hours ago

    Mumbai, Maharashtra, India Boston Institute of Analytics Full time

    Job Title: Academic Counsellor – Finance Programs Location: MumbaiIndustry: Education | Finance Certifications | EdTechAbout the RoleBoston Institute of Analytics is looking for a results-driven academic counsellor with a strong track record in selling finance certification courses. Your primary responsibility will be to drive admissions for our CFA...

  • Academic Advisor

    2 days ago

    Mumbai, Maharashtra, India We Trade Institute Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionWe Trade Institute is dedicated to empowering individuals with the knowledge, skills, and confidence to navigate global financial markets. As a leading institute in trading and financial education, our mission is to bridge the gap between traditional learning and real-world trading opportunities. We offer comprehensive education on Forex,...