Role Overview

We are looking for dynamic, target-driven, and passionate Educational Counsellors to join our expanding Mumbai team. In this role, you will be the first point of contact for prospective students interested in stock market trading, along with Artificial Intelligence Training and technical analysis education. You'll guide students through their learning journey, understand their financial goals, and help them enroll in the right programs through consultative selling and exceptional customer service.

Key Responsibilities

Lead Generation & Outreach

Connect with 80–100+ prospective learners daily through phone calls, WhatsApp, emails, SMS, and in-person walk-ins. Qualify leads, understand their trading experience level, and identify pain points.

Consultative Counselling

Conduct 1:1 discovery calls to understand each student's trading background, financial goals, learning style, and risk profile. Recommend suitable courses, workshops, or mentorship programs tailored to their needs.

Enrollment & Conversion

Present course structures, pricing, schedules, and unique value propositions confidently. Address objections, provide market insights, and close enrollments through consultative selling—not hard-sell tactics.

Demo & Webinar Coordination

Invite qualified leads to live trading demonstrations, free masterclasses, and webinars. Follow up on attendance and convert participants into paying students.

CRM & Database Management

Maintain accurate, organized records in our CRM system. Log all interactions, update follow-up schedules, and ensure no lead falls through the cracks.

Target Achievement & Reporting

Meet daily, weekly, and monthly enrollment targets. Report metrics (calls made, conversion rate, revenue) to management. Identify and communicate barriers to success.

Student Support & Retention





Be the trusted advisor for enrolled students during their learning journey. Handle queries, address concerns, and support referral-based growth.

Required Skills & Qualifications

Communication & Interpersonal Skills

Excellent verbal and written communication in English and regional languages (Hindi/Marathi). Warm, qualified phone manner. Ability to explain complex financial concepts in straightforward, relatable terms.

Sales & Persuasion Acumen

Strong listening skills to identify student needs. Consultative selling approach—focus on matching the right program to the student, not just closing the sale. Natural ability to build trust and rapport quickly.

Product Knowledge

Willingness to learn stock market basics, trading strategies, and our course curriculum. Ability to speak intelligently about technical analysis, risk management, and trading psychology.

Work Ethic & Attitude

Target-driven and resilient. Motivated by results and continuous self-improvement. Ready to work hard, iterate on techniques, and embrace feedback. Positive energy and persistence in the face of rejection.

Technical Proficiency

Comfortable with CRM systems, MS Office (Excel, Word, PowerPoint), and modern communication tools (WhatsApp, email, video calls).

Preferred Qualifications

★ Stock Market Training or Fintech Background:

Prior experience in stock market education, trading platforms, or fintech sales is a significant advantage.



Demonstrates genuine interest in the domain.

B2C Sales or Inside Sales Experience:

Prior roles in education sales, telesales, edtech, insurance, or high-ticket B2C product sales.

Graduate or Equivalent:

Bachelor's degree (Commerce, Economics, Finance, or any stream) is preferred but not mandatory for candidates with proven telesales experience.

Willingness to Relocate:

Outstation candidates with genuine commitment to relocate near our Mumbai office locations are encouraged to apply. We provide support and value dedication.

What We Offer

Career Growth:

Clear progression path to Team Lead, Counselling Manager, and Expansion roles. Access to skill development in trading, sales, and leadership.

Competitive Compensation:

Negotiable base salary + performance-based incentives. Earnings potential grows with enrollment targets and student outcomes.

Learning Opportunities:

Free access to IITA's stock market courses, trading workshops, and mentorship programs. Build your own market knowledge and trading skills.

Supportive Team Culture:

Work with a high-energy team of traders, educators, and sales professionals. Regular training, peer feedback, and collaborative problem-solving.

Work-Life Balance:

Fixed shift (10 AM–6:30 PM). Reasonable leave policy with paid time off post-probation.

Why Join IITA?

✓ Be part of India's fastest-growing stock market education brand across 6 cities

✓ Help aspiring traders transform their financial futures—meaningful work with real impact

✓ Build a lucrative career in the booming fintech and edtech sectors

✓ Develop skills in sales, trading psychology, and consultative client management

✓ Thrive in a results-driven, high-energy environment where hard work is rewarded

📌 Educational Counsellor (Mumbai)
🏢 IITA
📍 Mumbai