We are looking for a dynamic and target-oriented *Academic Counsellor* to counsel prospective learners interested in *Finance, Banking, Investment, Financial Management and related professional programs*.

The role involves understanding learners' career aspirations, recommending the right finance program, handling enquiries/leads, and converting qualified prospects into successful enrollments.

Key Responsibilities

* Counsel prospective students through *phone calls, video calls and other communication channels*.

* Understand the learner's *career goals, educational background, experience and financial objectives*.

* Explain course curriculum, learning methodology, duration, eligibility, fees, certification and career benefits.

* Provide accurate guidance on suitable *Finance/Banking/Investment programs*.

* Handle inbound and outbound leads and maintain regular follow-ups.

* Convert qualified leads into *admissions/enrollments*.

* Maintain a healthy sales pipeline and achieve *monthly/quarterly enrollment targets*.

* Build trust and establish strong relationships with prospective learners.

* Handle objections related to *fees, course value, career outcomes, competition and time commitment*.

* Follow up consistently with interested prospects until closure.

* Maintain accurate lead information, follow-up details and sales updates in CRM/MIS.

* Coordinate with internal teams for documentation, payment, onboarding and enrollment completion.

* Stay updated about finance courses, industry trends and competitor offerings.

* Ensure a positive learner experience throughout the admission journey.

Key Skills





* Robust *communication and interpersonal skills*

* Excellent *counselling and convincing ability*

* Strong sales and negotiation skills

* Target-oriented and result-driven approach

* Ability to understand and explain *Finance/Banking concepts*

* Good objection-handling and follow-up skills

* Customer-centric approach

* Strong relationship-building ability

* Comfortable working in a high-performance sales environment

* Good knowledge of MS Office/CRM tools

Preferred Background

Candidates from the following backgrounds can be considered:

* Academic Counselling

* Inside Sales

* Education Sales

* EdTech Sales

* Banking/Financial Services

* Insurance/Investment Sales

* Relationship Management

* Career Counselling

*Preferred:* Experience selling or counselling for *Finance, Banking, Investment, MBA, Financial Management or professional certification programs*.

Key Performance Indicators (KPIs)

* Monthly enrollment/revenue target achievement

* Lead-to-enrollment conversion

* Lead follow-up efficiency

* Revenue generated

* Call/connectivity performance

* Pipeline management

* Customer/learner experience

* CRM/MIS accuracy

* Collection/payment completion

Ideal Candidate

The ideal candidate should be *confident, persuasive, consultative and highly target-oriented*, with the ability to understand a learner's career aspirations and position the right finance program as a valuable career investment.

*Important:* This is a *sales-oriented academic counselling role, where performance is primarily measured through **conversions, revenue and achievement of assigned targets*.

📌 Academic Counsellor _ Finance Courses (Pune)
🏢 Kezan consulting
📍 Pune