Academic Counsellor - CFA / Investment Banking Programs

Company: Boston Institute of Analytics (BIA)

Location: Mumbai (On-site)

Employment Type: Full-time

Industry: EdTech | Finance Certifications | Investment Banking Training

About Boston Institute of Analytics

The Boston Institute of Analytics is one of the top-ranked international education and training institutes, headquartered in Boston, USA, with 107 campuses across 7+ countries, including the United States, United Kingdom, South Africa, and India. BIA delivers industry-leading programs across new-age technical and non-technical disciplines, helping students and professionals build future-ready careers in the world's most in-demand fields. Our programs emphasize practical learning, career-focused training, and global certification pathways, enabling learners to develop the skills required to succeed in competitive global industries.

Role Overview

We are looking for academic counselors who have already sold finance programs like CFA, investment banking, or financial modeling and understand the mindset of finance aspirants.

You will work with high-intent student leads and guide them through a consultative admissions processhelping them choose the right finance pathway and converting them into enrollments.

Key Responsibilities

Finance-Focused Lead Handling

• Manage inquiries specifically for CFA, investment banking, financial modeling, FRM, CPA, and CMA.
• Qualify leads based on career seriousness, financial readiness, and long-term goals.
• Identify fit for roles like:
• Investment Banking
• Equity Research
• Corporate Finance
• Risk & Compliance
• Accounting & Audit

High-Quality Academic Counseling

• Conduct deep-dive counseling sessions (calls/video/in-person)
• Explain:
• Career pathways (IB, Buy-side, Big 4, etc.)
• Program ROI and outcomes
• Certification difficulty, timelines, and commitment required
• Handle objections from well-informed candidates.

Conversion Ownership

• Own the full sales cycle: inquiry counseling follow-ups closure
• Maintain structured follow-ups with high-intent prospects.
• Consistently achieve monthly revenue targets

CRM & Pipeline Discipline

• Maintain detailed lead notes and status tracking.
• Follow a structured follow-up cadence.
• Track conversion ratios and pipeline health

Who This Role Is For

• Youve previously sold CFA / FRM / investment banking / financial modeling programs.
• You understand terms like "front office roles," "equity research," "valuation," "risk management," "Big 4," etc.
• Youre comfortable speaking to serious career-oriented students.

Ideal Candidate Profile

Experience

• 1-4 years in EdTech sales for finance programs
• Strong preference for candidates who have experience selling:
• CFA / FRM programs
• Investment banking courses
• Financial modeling training
• Experience in high-ticket B2C sales is mandatory.

Skills

• Strong consultative selling ability (not script reading)
• Deep understanding of finance career paths
• Confident objection handling with informed candidates
• Excellent English communication

Education

• Bachelors degree (Finance / Commerce preferred)
• CFA Level 1 / finance certifications (good to have, not mandatory)

Compensation

• Fixed salary + performance-based incentives
• Incentives aligned with high-ticket program conversions

Why Join BIA

• Work on serious finance programs like investment banking, CFA, and more.
• High-quality inbound leads (no cold mass calling culture)
• Fast growth into Senior Counselor / Team Lead roles
• Exposure to career-driven learners and premium programs

Equal Opportunity Statement

The Boston Institute of Analytics evaluates applicants based on qualifications, skills, and role requirements and is committed to fair and inclusive hiring practices.