Academic Counsellor – Finance Programs

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About the Role

academic counsellor

Key Responsibilities

Lead Engagement & Qualification

• Call and qualify leads generated via marketing campaigns, partnerships, and walk-ins.
• Understand each prospects background, career goals, and relevance for CFA/FRM/CPA/CMA.
• Prioritize and nurture high-potential leads with structured follow-ups.

Counseling & Conversions

• Conduct 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 funnelfrom inquiry to payment and onboarding.

Follow-ups & 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 & Revenue Growth

• Consistently meet and exceed monthly admissions and revenue targets.
• Work closely with the operations and academic teams to ensure smooth onboarding.

What Were Looking For

Experience:

• Minimum 12 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.

Skills & Traits:

• 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.

Qualification:

• Bachelors degree in business, finance, marketing, or related fields.
• Exposure to finance education (CFA/FRM/CPA/CMA) is a strong advantage.