Job Description: Senior Counsellor B2C Sales (EdTech)

Department: Sales & Business Development
Designation: Senior Counsellor
Industry: EdTech / Financial Markets Training
Reporting To: Sales Manager / Team Lead

About the Role

We are looking for a target-oriented Senior Counsellor to drive student enrolments for professional certification programs and financial markets courses at Finx Institute Private Limited.

Key Responsibilities

- Counsel prospective students and working professionals on suitable courses.
- Manage leads through calls, WhatsApp, emails, and CRM.
- Convert enquiries into paid enrolments and achieve sales targets.
- Explain course details, fees, curriculum, and career opportunities.
- Follow up with prospects, handle objections, and close sales.
- Maintain accurate CRM records and sales reports.




- Coordinate with internal teams to ensure smooth admissions and fee collection.
- Support the Sales Manager in improving team performance and conversion rates.

Required Qualifications & Skills

- Graduate in any discipline; postgraduate qualification preferred.
- 3–5 years of experience in B2C sales, EdTech, or student counselling.
- Excellent communication, negotiation, and sales-closing skills.
- Experience in CRM and lead management.
- Experience in financial markets or qualified certification programs is preferred.

Key Performance Indicators (KPIs)

- Monthly enrolment and revenue targets.
- Lead conversion and follow-up efficiency.
- Fee collection and admission completion.
- CRM accuracy and student satisfaction.

📌 Counsellor (Mumbai)
🏢 Center For Investment Education And Learning
📍 Mumbai