Trading Counsellor

About the Role We are seeking a motivated and results-driven Trading Counsellor to join our dynamic team You will be the first point of contact for potential learners guiding them through our stock market education programs Your role is pivotal in understanding their needs providing tailored solutions and driving enrollments to achieve organizational sales targets Key Responsibilities Lead Engagement and Counselling Proactively engage with leads via phone calls emails and messages to understand their interest in stock market education Counsel prospective students on course offerings benefits and career opportunities in trading and investment Build trust by addressing queries and providing accurate insightful information Sales Conversion Achieve monthly and quarterly sales targets by converting inquiries into enrollments Use persuasive techniques to highlight program features and benefits driving decisions toward enrollment Assist the counselling team in closing high-potential leads effectively Upselling and Cross-Selling Identify opportunities to upsell advanced courses or cross-sell additional services to existing or potential students Suggest value-added services like one-on-one mentorship community events or advanced trading tools Collaboration with Operations and Marketing Coordinate with the operations team to ensure smooth onboarding and post-enrollment support for students Provide feedback to the marketing team regarding lead quality and campaign effectiveness Follow-ups and Relationship Management Maintain consistent follow-ups with prospective students to nurture relationships and address doubts promptly Build a robust pipeline of potential clients by maintaining detailed records of interactions Reporting and CRM Management Update the CRM system with accurate information about leads calls and follow-up statuses Prepare and share weekly reports on sales activities pipeline progress and closure rates with the sales manager Key Qualifications and Skills Educational Background Minimum Bachelor s degree in Business Marketing Finance or related field Experience 1-3 years in sales telecalling or counselling roles experience in edtech or stock market-related industries is a plus Communication Skills Excellent verbal and written communication skills in English and regional languages as required Persuasive Abilities Proven ability to build rapport handle objections and close sales effectively Tech Proficiency Familiarity with CRM tools MS Office and online collaboration platforms Target-Oriented Highly motivated to achieve and exceed sales targets What We Offer Attractive incentives and performance-based bonuses Comprehensive training on stock market courses and sales techniques Opportunities for career growth in a fast-paced innovative environment A supportive and collaborative work culture Join our team to inspire learners drive sales and contribute to creating confident and successful stock market enthusiasts Job Type Full-time Pay 25 000 00 - 30 000 00 per month Schedule Day shift Work Location In person