Job Overview:
About the Role:
We are seeking a motivated and results-driven Counsellor to join our dynamic team. You will be the
first point of contact for potential learners, guiding them through our stock market education
programs. Your role is pivotal in understanding their needs, providing tailored solutions, and driving
enrollments to achieve organizational sales targets.
Key Responsibilities
1. Lead Engagement and Counselling
Proactively engage with leads via phone calls, emails, and messages to understand their
interest in stock market education.
Counsel prospective students on course offerings, benefits, and career opportunities in
trading and investment.
Build trust by addressing queries and providing accurate, insightful information.
2. Sales Conversion
Achieve monthly and quarterly sales targets by converting inquiries into enrollments.
Use persuasive techniques to highlight program features and benefits, driving decisions
toward enrollment.
Assist the counselling team in closing high-potential leads effectively.
3. Upselling and Cross-Selling
Identify opportunities to upsell advanced courses or cross-sell additional services to existing
or potential students.
Suggest value-added services like one-on-one mentorship, community events, or advanced
trading tools.
4. Collaboration with Operations and Marketing
Coordinate with the operations team to ensure smooth onboarding and post-enrollment
support for students.
Provide feedback to the marketing team regarding lead quality and campaign effectiveness.
5. Follow-ups and Relationship Management
Maintain consistent follow-ups with prospective students to nurture relationships and
address doubts promptly.
Build a robust pipeline of potential clients by maintaining detailed records of interactions.
6. Reporting and CRM Management
Update the CRM system with accurate information about leads, calls, and follow-up
statuses.
Prepare and share weekly reports on sales activities, pipeline progress, and closure rates
with the sales manager.
Key Qualifications and Skills
Educational Background: Minimum Bachelor’s degree in Business, Marketing, Finance, or
related field.
Experience: 1-3 years in sales, telecalling, or counselling roles; experience in edtech or stock
market-related industries is a plus.
Communication Skills: Excellent verbal and written communication skills in English and
regional languages (as required).
Persuasive Abilities: Proven ability to build rapport, handle objections, and close sales
effectively.
Tech Proficiency: Familiarity with CRM tools, MS Office, and online collaboration platforms.
Target-Oriented: Highly motivated to achieve and exceed sales targets.
What We Offer
Attractive incentives and performance-based bonuses.
Comprehensive training on stock market courses and sales techniques.
Opportunities for career growth in a fast-paced, innovative environment.
A supportive and collaborative work culture.
Join our team to inspire learners, drive sales, and contribute to creating confident and successful
stock market enthusiasts.