Finance Programs AdvisorBoston Institute of Analytics • Republic Of India, IN
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Finance Programs Advisor
Boston Institute of Analytics • Republic Of India, IN
30+ days ago
Job descriptionConduct personalized counseling via calls, video sessions, and campus meetings. Explain program structure, exam levels, timelines, fees, and career opportunities. Address objections confidently (fees, time, job relevance) and move prospects toward decision-making. Drive students through the entire enrollment funnel—from inquiry to payment and onboarding. 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. Consistently meet and exceed monthly admissions and revenue targets. Work closely with the operations and academic teams to ensure smooth onboarding. Minimum 1–2 years of proven sales experience in finance certification courses (CFA / FRM / US CPA / CMA) or test prep / EdTech. Strong background in B2C sales with demonstrated admission / closure success. Excellent English communication and interpersonal skills. Target-driven, persuasive, and highly organized. Strong objection handling and relationship management. Comfortable with CRM, reporting tools, and structured sales processes. Bachelor’s degree in business, finance, marketing, or related fields. Exposure to finance education (CFA / FRM / CPA / CMA) is a strong advantage.
Job Title : Academic Counsellor – Finance Programs
Location : Mumbai
Industry : Education | Finance Certifications | EdTech
About the Role
Boston 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 program while also engaging candidates interested in related courses such as FRM, US CPA, and CMA. You’ll be the first point of contact for incoming leads—guiding, counseling, and converting them into confirmed enrollments through consultative sales.
Key Responsibilities
Lead Engagement & Qualification
- Call and qualify leads generated via marketing campaigns, partnerships, and walk-ins.
- Understand each prospect’s background, career goals, and relevance for CFA / FRM / CPA / CMA.
- Prioritize and nurture high-potential leads with structured follow-ups.
Counseling & Conversions
Follow-ups & CRM Management
Sales Targets & Revenue Growth
What We’re Looking For
Experience :
Skills & Traits :
Qualification :
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Program Advisor • Republic Of India, IN
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