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 process—helping 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
- You've previously sold CFA / FRM / investment banking / financial modeling programs.
- You understand terms like front office roles, equity research, valuation, risk management, Big 4, etc.
- You're 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
- Bachelor's 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.
