Counsellor B2C Sales (EdTech)

Department: Sales & Business Development
Designation: Counsellor
Industry: EdTech / Professional Education / Financial Markets Training
Reporting To: Sales Manager / Team Lead
Address: Finx Institute Limited, 2nd floor, Above Tata Croma, Near Sion Circle, Sion Koliwada Road, Mumbai - 400022

About Us: We are a skilling company, driven by the promise of a brighter India, vision of connecting formal education with practical skilling to create job ready students for BFSI. We are one of the largest corporate training companies in BFSI Industry and have been providing corporate learning solutions for 15 years to employees and professionals in Banking, Asset Management, Wealth Advisory, Insurance, Financial Distribution and Broking Companies.

FinX focuses on employability and employment for students, its subsidiary CIEL (Centre for Investment Education & Learning) focuses on corporate trainings, upskilling and Financial Awareness.

About the Role

We are looking for a result-oriented Senior Counsellor to drive B2C sales and student enrolments for professional certification programs, financial markets courses, and career-oriented learning programs. The candidate will be responsible for counselling prospective students and working professionals, converting qualified leads into enrolments, achieving sales targets, and delivering a seamless admission experience.

Key Responsibilities

1. Student Counselling & Sales Conversion

- Connect with prospective students and working professionals through inbound and outbound calls, WhatsApp, email, and other communication channels.
- Understand candidates educational backgrounds, career goals, skill gaps, and learning requirements.
- Recommend suitable courses based on career aspirations, course suitability, fees, and program outcomes.
- Conduct effective sales counselling, handle objections, negotiate within approved pricing guidelines, and close enrolments.




- Consistently achieve monthly enrolment, revenue, and conversion targets.

2. Lead & Pipeline Management

- Manage and follow up on leads generated through digital marketing, website enquiries, campaigns, referrals, and other sources.
- Maintain timely and accurate lead updates, call notes, follow-up dates, and sales pipeline status in the CRM.
- Ensure regular follow-ups with prospective students and minimise lead leakage.
- Prioritise high-intent prospects and maintain a healthy pipeline to achieve monthly targets.

3. Revenue Generation & Performance

- Drive individual enrolment and revenue targets through structured sales planning and disciplined execution.
- Monitor lead-to-enrolment conversion, follow-up effectiveness, and lead-source performance.
- Identify opportunities for cross-selling and upselling relevant courses.
- Support the achievement of overall team targets and contribute to revenue growth.

4. Student Engagement & Relationship Management

- Build trust with prospective students through clear communication and accurate course information.
- Explain curriculum, faculty, delivery format, duration, certification, fees, and applicable placement support.
- Coordinate with academic, operations, and finance teams to facilitate smooth admissions and fee payments.
- Maintain a professional student experience from initial enquiry through enrolment.

5. Senior-Level Responsibilities

- Support the Sales Manager in improving counselling quality, sales processes, and conversion performance.
- Share successful sales pitches, objection-handling techniques,



and lead-conversion practices with team members.
- Assist in monitoring follow-ups, pipeline hygiene, and adherence to sales processes.
- Provide regular feedback on lead quality, student preferences, competitor offerings, and market demand.

Required Skills & Competencies

- Robust communication, persuasive counselling, negotiation, and closing skills.
- Proven ability to convert leads into paid enrolments in a target-driven B2C environment.
- Excellent follow-up discipline, objection handling, and relationship-building skills.
- Familiarity with CRM tools, Excel, sales reporting, and lead management.
- Ability to understand student career goals and recommend suitable educational programs.
- Strong ownership, accountability, time management, and customer-centricity.

Qualifications & Experience

- Graduate in any discipline; postgraduate qualification preferred.
- Typically 35 years of experience in B2C sales, student counselling, admissions, or EdTech sales.
- Experience in professional education, certification programs, finance, or capital markets training will be an advantage.
- Demonstrated track record of achieving enrolment and revenue targets.

Key Performance Indicators (KPIs)

- Monthly enrolment and revenue achievement.
- Lead-to-enrolment conversion rate.
- Lead response time and follow-up adherence.
- Number of qualified leads contacted and counselled.
- CRM data accuracy and pipeline management.
- Fee collection and admission completion.
- Student experience, counselling quality, and customer feedback.

Desired Profile

A proactive, target-driven sales professional who can independently manage the complete B2C sales cycle, consistently close enrolments, build strong student relationships, and contribute to the team's overall performance.

You can use the details from this document. to connect with Madhavi : (phone hidden).

@Madhavi Rai

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