Academic Counsellor - CFA Program

Job Title: Academic Counsellor - CFA Program

Location:

Industry:

About the Role:

Academic Counsellor

Key Responsibilities:

Lead Calling & Qualification

• Make

  outbound calls

  to leads generated through digital marketing, partnerships, and walk-ins.
• Understand the student’s background, goals, and eligibility for the CFA course.
• Qualify and prioritize leads based on interest, urgency, and readiness to enroll.

Follow-ups & CRM Management

• Maintain a robust follow-up schedule via

  calls, WhatsApp, SMS, and email

  .
• Use CRM tools to track lead stages, next actions, and conversion progress.
• Maintain daily records of interactions, lead updates, and closures.

Video Counseling & Campus Walk-ins

• Conduct

  one-on-one video counseling sessions

  (Zoom/Google Meet) to explain the course roadmap, fees, batch schedules, and career outcomes.
• Handle

  in-person walk-in inquiries

  at the campus and provide full counseling support.
• Tailor sessions to address common student objections (fees, timing, relevance) and guide them to a confident decision.

End-to-End Sales Closure

• Drive prospects through the full B2C sales funnel - from inquiry to counseling to enrollment and payment.
• Collaborate with internal teams to process admissions, collect documents, and confirm course onboarding.
• Meet and exceed

  monthly admission and revenue targets

  .

Career & Academic Guidance

• Educate students about the CFA curriculum, level-wise exams, and how it maps to roles in investment banking, equity research, portfolio management, and financial consulting.
• Provide realistic expectations on timelines, job outcomes, and future upskilling needs.

What We’re Looking For:

Experience:

• Minimum 1 year of experience in

  academic counseling, inside sales, or education B2C sales

  preferably CFA test prep courses (CFA/finance/edtech background preferred).

Skills & Traits:

• Strong English and communication skills
• Target-driven, persuasive, and relationship-focused.
• Excellent

  objection handling, follow-up discipline, and closing skills

  .
• Comfort with CRM and lead management systems.

Qualification:

• Bachelor's degree in Business, Finance, Marketing, or related fields.
• Additional certifications in sales or finance education are a plus.

About the Company

As the #1 international training institute, the Boston Institute of Analytics (BIA®) offers in-person classroom sessions led by industry experts, equipping students and professionals with the industry’s most in-demand skills to become job-ready in today’s dynamic world. With training campuses across the US, UK, Europe, and Asia, BIA® provides programs globally and is committed to delivering quality education in emerging fields.

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