Academic Counsellor – Finance Programs (Admissions & Sales)

Company: Boston Institute of Analytics (BIA)Location: Mumbai (On-site)Employment Type: Full-timeIndustry: EdTech | Finance Certifications | Investment Banking TrainingAbout Boston Institute of AnalyticsBoston Institute of Analytics (BIA) is a career-focused education organization offering industry-aligned programs in finance, investment banking, data science, artificial intelligence, and emerging technologies. Our programs are designed to help students and working professionals build practical, job-ready skills through structured learning and career-oriented training.As part of our growing admissions team, we are hiring an academic counselor – finance programs to support student enrollments across professional finance certification pathways.Role OverviewThis is a B2C admissions and inside sales role focused on guiding aspiring finance professionals and helping them select suitable certification programs aligned with their career goals.You will work with qualified student inquiries, provide structured academic counseling, and manage the admissions journey through consultative engagement and consistent follow-ups.Key ResponsibilitiesLead Handling & QualificationManage inbound and outbound inquiries for finance certification programs, including CFA, FRM, Investment Banking, US CPA, and CMA pathways.Evaluate candidates based on academic background, experience, and career objectives.Assess suitability for finance career tracks such as investment banking, risk management, corporate finance, equity research, and accounting.Maintain structured follow-up cycles to nurture prospective students.Academic Counseling & AdmissionsConduct telephonic, video, and in-person counseling sessions.Explain program structure, certification pathways, timelines, eligibility, and learning outcomes.Guide candidates on finance career pathways and industry opportunities.Address queries related to program structure, preparation requirements, and career progression.Manage the admissions lifecycle from inquiry through enrollment confirmation.CRM & Follow-Up ManagementMaintain accurate records of student interactions and follow-ups in CRM systems.Execute timely follow-ups via calls, email, and messaging platforms.Track counseling activities and admission conversions.Targets & CollaborationWork towards defined enrollment and performance goals.Coordinate with academic and operations teams to ensure smooth onboarding and student experience.Ideal Candidate ProfileExperience1–3 years of experience in EdTech admissions, academic counseling, or inside sales.Prior exposure to finance certification or professional upskilling programs preferred.Experience in B2C education sales environments is an advantage.SkillsStrong English communication and counseling skills.Target-oriented mindset with effective objection-handling ability.Comfortable using CRM tools and sales tracking systems.Ability to build trust with students and working professionals.EducationBachelor’s degree in finance, business, economics, marketing, or a related field.Familiarity with finance certifications or investment banking career pathways is beneficial.Compensation & OnboardingSelected candidates will undergo structured onboarding and program training to gain product knowledge and admissions process understanding.Compensation and performance-linked incentives will be discussed with shortlisted candidates during the hiring process.Why Join Boston Institute of AnalyticsWork with a fast-growing EdTech organization in finance & investment banking education.Access to qualified inbound student inquiries.Performance-driven growth opportunities.Exposure to career-focused finance programs and professional learners.Career progression into senior counseling and leadership roles.Recruitment Support DisclosureBoston Institute of Analytics is the direct employer for this role.Recruitment coordination for this position may be supported by an external hiring partner assisting in the selection process.Equal Opportunity StatementThe Boston Institute of Analytics evaluates applicants based on skills, qualifications, and role requirements and is committed to fair and inclusive hiring practices.

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