Job Description
Business Development Executive – Investment Banking Courses Company: IT Vedant Private Limited Department: Business Development / Sales & Admissions Job Title: Business Development Executive – Investment Banking Courses Industry: EdTech / IT Training / Financial Services Education Employment Type: Full-Time Experience Required: 2–4 Years in Sales, Business Development, Career Counselling, or Education Consulting

Location:
As per company requirements

Education:
Bachelor's Degree in any discipline; candidates with backgrounds in Finance, Commerce, Management, or Business Administration will be preferred. 1.

About the Role
IT Vedant Private Limited is seeking a performance-driven and result-oriented Business Development Executive to promote and drive enrolments for its Investment Banking and Finance-related professional courses. The ideal candidate will have a strong background in consultative sales, business development, career counselling, lead conversion, and revenue generation. The candidate will be responsible for engaging with prospective students and working professionals, understanding their career aspirations, recommending suitable Investment Banking programs, and converting qualified leads into successful enrolments. This role requires a combination of sales expertise, financial career awareness, relationship management, and the ability to achieve individual revenue and enrolment targets. The candidate should be comfortable handling high-value educational programs, managing a structured sales pipeline, conducting one-to-one counselling sessions, and following a data-driven approach to improve conversion rates. 2.

Key Responsibilities
A. Business Development and Revenue Generation
- Identify and convert potential business opportunities through company-generated leads, inbound enquiries, outbound calling, referrals, and other approved acquisition channels.
- Drive admissions and revenue for Investment Banking, Financial Markets, and related professional certification programs.
- Develop a clear understanding of course offerings, curriculum, duration, fees, eligibility criteria, career pathways, and placement-related policies.
- Achieve monthly, quarterly, and annual revenue targets as assigned by management.
- Build and maintain a healthy sales pipeline to ensure consistent enrolments throughout the sales cycle.
- Identify opportunities to improve lead quality, student engagement, and overall sales productivity.
- Maintain accurate records of revenue generated, enrolments achieved, pending prospects, and expected closures. B. Student Counselling and Consultative Sales
- Conduct structured one-to-one career counselling sessions with students, graduates, and working professionals interested in Investment Banking careers.
- Understand each prospect's educational background, career objectives, financial circumstances, skill gaps, and professional expectations.
- Explain relevant course features, learning outcomes, certification pathways, career opportunities, and applicable eligibility requirements.
- Recommend suitable programs based on the prospect's requirements rather than relying on aggressive or unsuitable sales tactics.
- Address objections relating to course fees, affordability, course duration, career outcomes, competition, and the time required to transition into finance.
- Communicate the value proposition of Investment Banking training clearly and professionally.
- Follow ethical counselling practices and avoid unsupported claims regarding placements, salaries, certifications, or guaranteed career outcomes.
- Maintain engagement with interested prospects through structured follow-ups until a final decision is reached. C. Lead Management and Conversion
- Manage leads throughout the complete sales funnel, from initial enquiry to counselling, follow-up, fee payment, and final enrolment.
- Prioritise leads according to interest level, eligibility, career intent, budget, decision-making authority, and expected enrolment timeline.
- Maintain regular follow-ups through calls, email, WhatsApp, and other approved communication channels.
- Identify the reasons behind lost leads, delayed decisions, cancellations, and unsuccessful counselling sessions.
- Re-engage qualified prospects who have shown interest but have not completed the admission process.
- Maintain proper CRM records, lead status updates, follow-up schedules, and next-action plans.
- Coordinate with the admissions, academic, marketing, and operations teams to ensure a smooth student onboarding experience. D. Performance Analysis and Sales Funnel Management
- Track and analyse key performance indicators,



including lead-to-contact ratio, contact-to-counselling ratio, appointment-to-conduction ratio, counselling-to-enrolment ratio, and overall lead-to-enrolment conversion.
- Review sales performance regularly to identify bottlenecks in the admission funnel.
- Analyse the primary reasons for objections, non-conversions, and delayed enrolments.
- Monitor the effectiveness of different lead sources and recommend improvements based on actual performance data.
- Maintain daily, weekly, and monthly reports covering calls, meaningful conversations, appointments, counselling sessions, follow-ups, revenue, and closures.
- Use performance insights to improve sales productivity and achieve assigned targets. E. Relationship Management and Team Collaboration
- Build long-term relationships with prospective students, enrolled learners, referral partners, and relevant stakeholders.
- Maintain professional communication throughout the admission and onboarding process.
- Coordinate with internal teams to resolve prospect queries and facilitate timely admissions.
- Share market feedback, competitor insights, student expectations, and emerging demand for finance-related qualifications with management.
- Participate in sales reviews, training sessions, product updates, and performance improvement initiatives.
- Contribute to a collaborative, target-oriented, and customer-focused sales environment. 3. Required Experience and Previous Performance Record Candidates should ideally have 2–4 years of demonstrable experience in one or more of the following areas:
- Business development and B2C sales.
- Career counselling and education consulting.
- EdTech sales, professional certification sales, or higher education admissions.
- Financial education, banking and finance course sales, or other high-value training programs.
- Lead generation, pipeline management, consultative selling, and revenue generation. Candidates must be able to explain their previous sales performance using actual figures and measurable outcomes. During the interview, candidates should be prepared to discuss: 1. Previous organisations, job titles, employment duration, and

key responsibilities
. 2. Monthly and annual revenue targets versus actual revenue achieved. 3. Average course or product ticket size. 4. Number of leads handled per month. 5. Number of prospects contacted and successfully qualified. 6. Number of counselling appointments scheduled and completed. 7. Counselling-to-enrolment conversion ratio. 8. Overall lead-to-enrolment conversion ratio. 9. Number of enrolments closed per month. 10. Revenue personally generated versus revenue generated by the team. 11. Lead sources, CRM systems used, and sales follow-up processes. 12. Examples of achieving difficult targets, recovering lost leads, or improving conversion rates. Verification: Candidates should provide a consistent and credible explanation of their performance metrics. Previous employment and performance claims may be verified through references or other appropriate documentation, subject to company policy. 4. Sales Performance Metrics and KPIs The selected candidate will be evaluated using measurable sales and counselling KPIs. Actual targets will be established by management according to lead volume, lead quality, average course fees, campaign performance, and business requirements. KPI| Measurement Lead Response Rate| Percentage of allocated leads successfully contacted Lead Qualification Rate| Percentage of contacted leads meeting the defined qualification criteria Appointment Booking Rate| Percentage of qualified prospects who schedule counselling Appointment-to-Conduction Ratio| Percentage of scheduled counselling appointments actually completed Counselling-to-Enrolment Ratio| Percentage of completed counselling sessions resulting in enrolment Lead-to-Enrolment Conversion| Percentage of allocated leads resulting in paid enrolments Revenue Achievement| Actual revenue generated against the assigned target Average Ticket Size| Average revenue per enrolment, measured consistently Follow-up Compliance| Percentage of due follow-ups completed on time CRM Accuracy| Completeness and accuracy of lead records and sales-stage updates Lost Lead Analysis| Quality and consistency of reasons recorded for unsuccessful conversions Student Experience| Professionalism,



counselling quality, and adherence to company policies Suggested Performance Benchmarks for Initial Evaluation The following are indicative planning ranges, not confirmed IT Vedant standards or guaranteed industry benchmarks. They should be calibrated using actual campaign data.
- Appointment-to-Conduction Ratio: Target range of 70–85% for scheduled appointments.
- Counselling-to-Enrolment Conversion: An initial working target of 10–20%, depending on lead quality, affordability, and course suitability.
- Overall Lead-to-Enrolment Conversion: Establish a baseline using the company's actual lead sources and historical data before setting individual targets.
- Revenue Achievement: Monthly target achievement should be measured against the officially assigned target, with both revenue and enrolment numbers considered.
- Follow-up Discipline: All due follow-ups should be completed and documented according to the team's agreed process. Performance should be assessed across the complete sales funnel rather than on call volume or revenue alone. 5. Essential Skills and Competencies
- Strong verbal and written communication skills.
- Excellent interpersonal skills and the ability to build trust with prospective students.
- Consultative selling, objection handling, negotiation, and closing skills.
- Strong career counselling and need-analysis capabilities.
- Ability to explain finance-related courses in simple and understandable language.
- Target orientation and accountability for individual performance.
- Analytical thinking and the ability to interpret sales funnel metrics.
- Strong follow-up discipline, time management, and pipeline organisation.
- Proficiency in CRM systems, Microsoft Excel or Google Sheets, email, and sales reporting tools.
- Ability to work independently while collaborating effectively with the wider team.
- Professional conduct, customer focus, and ethical sales practices. 6. Preferred Knowledge Candidates with knowledge of the following areas will have an advantage:
- Investment Banking and its major business functions.
- Financial Markets, Equity Research, Corporate Finance, and Valuation.
- Financial modelling and related professional training pathways.
- Banking, finance, and investment-related career opportunities.
- Relevant professional qualifications and certification pathways offered by the company.
- Graduate recruitment trends and the career expectations of finance aspirants. Prior direct experience selling Investment Banking courses is desirable but not mandatory for candidates with a strong record in comparable high-value education or professional training sales. 7. Educational Qualifications
- Bachelor's degree in any recognised discipline.
- Graduates in Commerce, Finance, Economics, Management, or Business Administration will be preferred.
- Candidates with relevant sales experience and demonstrated commercial performance may be considered irrespective of their academic specialisation. 8. Reporting and Collaboration The Business Development Executive will report to the designated Sales Manager, Business Development Manager, or other reporting authority assigned by the company. The role will involve regular coordination with admissions, academic delivery, marketing, and student support teams to ensure accurate counselling, timely follow-ups, and successful enrolment. 9. Performance Review and Growth opportunities Performance will be reviewed through regular one-to-one meetings, sales reports, pipeline reviews, revenue achievement, conversion metrics, and customer feedback. High-performing candidates may have opportunities to progress into Senior Business Development Executive, Senior Career Counsellor, Team Leader, or Business Development Manager roles, subject to organisational requirements and demonstrated performance. 10. Ideal Candidate Profile The ideal candidate is a commercially aware, disciplined, and customer-focused sales professional who can combine career counselling with a strong revenue mindset. The candidate should be capable of independently managing the complete sales cycle, understanding customer requirements, handling high-value course enquiries, maintaining an accurate sales pipeline, and converting qualified prospects into enrolments. A proven record of meeting targets, explaining previous conversion metrics, and consistently following a structured sales process will be a key selection criterion. Application Requirement: Interested candidates should submit an updated CV highlighting previous employment, sales targets, revenue achievement, average ticket size, counselling volumes, conversion ratios, enrolment numbers, and relevant achievements.

📌 Business Development Manager (Thane)
🏢 Finplan_Edu
📍 Thane