
Finance Certification Course Advisor
5 days ago
Job Overview:
We are seeking a highly motivated and results-driven Finance Certification Course Advisor to join our team.
About the Role:
The primary responsibility of this role is to drive admissions for our CFA program while engaging candidates interested in related courses such as FRM, US CPA, and CMA.
Key Responsibilities:
- Counseling and Conversion:
- Conduct personalized counselling via calls, video sessions, and campus meetings to explain programme structure, exam levels, timelines, fees, and career opportunities.
- Address objections confidently (fees, time, job relevance) and move prospects toward decision-making.
- Lead Engagement and Qualification:
- Qualify leads generated via marketing campaigns, partnerships, and walk-ins by understanding each prospect's background, career goals, and relevance for CFA/FRM/CPA/CMA.
- Prioritize and nurture high-potential leads with structured follow-ups.
- Follow-ups and CRM Management:
- Manage leads effectively using CRM systems with timely updates and next steps.
- Maintain high-touch communication through WhatsApp, email, and calls until closure.
- Track daily productivity, conversion metrics, and enrollment outcomes.
- Sales Targets and Revenue Growth:
- Consistently meet and exceed monthly admissions and revenue targets.
- Work closely with the operations and academic teams to ensure smooth onboarding.
Requirements:
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