Stock Market Admission Counsellor (Mutual Fund & Insurance Sales)

About Us

Bull Bear Cubs is one of India’s fastest-growing stock market education platforms with a thriving community of 1,00,000+ learners guided by experienced mentors.
We specialize in delivering practical, simplified, and goal-oriented financial education that empowers individuals to achieve financial independence through smart investing and trading.

We are looking for female candidates who are passionate about finance, client counselling, and sales — professionals who can help students and investors take their first confident step in the world of stock markets, while also introducing Mutual Fund and Insurance solutions for complete financial literacy.

Role Overview

As a Stock Market Admission Counsellor (Mutual Fund & Insurance), your primary responsibility will be to guide and convert students for Bull Bear Cubs’ stock market courses.
In addition, you will cross-sell Mutual Fund and Insurance products to clients who are ready to grow their wealth or protect their future, ensuring a 360° financial solution approach.

Key Responsibilities1. Stock Market Course Counselling (Primary Focus)

• Counsel and guide students, professionals, and investors on the right stock market programs — from beginner to advanced levels.
• Understand each prospect’s learning goals, financial awareness, and career aspirations.
• Present program features, outcomes, and success stories clearly and persuasively.
• Manage inbound queries via calls, WhatsApp, email, and webinars, ensuring timely responses and professional follow-ups.
• Convert leads into confirmed admissions, meeting and exceeding monthly enrolment targets.
• Maintain records in the CRM system and report conversion performance regularly.

2. Mutual Fund & Insurance Advisory (Secondary Focus)

• Identify clients interested in building long-term wealth or securing financial protection.
• Introduce suitable Mutual Fund plans (SIP, ELSS, Hybrid, etc.) and Insurance products (Term, Health, Motor, etc.) aligned with their goals and risk profiles.
• Complete KYC, documentation, and onboarding for MF and insurance policies as per SEBI, AMFI, and IRDAI guidelines.
• Ensure clear communication about returns, risk, tenure, and benefits to build lasting client trust.
• Track renewals, SIP continuations, and policy persistency for higher retention and cross-selling opportunities.

3. Lead Management & Conversion

• Manage leads efficiently using CRM tools, maintaining a structured follow-up cycle.
• Convert inquiries into sales through active engagement, education, and value-based counselling.
• Achieve monthly targets for course enrolments, SIP registrations, and insurance sales.
• Provide feedback to the marketing and operations team to improve funnel quality and conversion rates.

4. Webinars, Workshops & Community Engagement

• Represent Bull Bear Cubs in online/offline events, orientations, and live Q&A sessions.
• Build rapport with learners and help strengthen Bull Bear Cubs’ 1,00,000+ trader community.
• Share success stories and student achievements to inspire new learners.

Preferred Candidate Profile

• Female candidates preferred.
• 1–3 years of experience in:
• Education counselling or financial course sales, OR
• Mutual Fund / Insurance advisory, OR
• Financial product or trading-related roles.
• Strong understanding of stock market basics, investments, and financial products.
• AMFI/NISM/IRDAI certification preferred (or willingness to obtain).
• Bachelor’s degree in Commerce, Finance, or Business Administration.
• Excellent communication in Hindi and English (regional language is a plus).
• Confident, empathetic, persuasive, and result-oriented.
• Skilled in MS Office, CRM systems, and digital communication tools.

What We Offer

• Competitive Salary: ₹15,000 – ₹30,000 per month.
• Attractive Incentives: High commissions on course admissions, SIP registrations, and insurance policies.
• Free Access to Bull Bear Cubs’ stock market training programs.
• Mentorship and learning from experienced stock market professionals.
• Career Growth Path: Senior Counsellor → Team Lead → Regional Manager.
• Supportive, dynamic, and growth-focused environment.
• Opportunity to work with a vibrant community of over 1,00,000+ traders and investors.

Key Performance Indicators (KPIs)

• Stock Market Course Enrolments
• Mutual Fund SIP Registrations / AUM Growth
• Insurance Policy Sales & Renewals
• Lead Response Time & Follow-up Efficiency
• Conversion Rate and Client Satisfaction Score (CSAT/NPS)

How to Apply

Send your resume with a short note on your experience in course counselling, mutual fund sales, or insurance advisory, along with your certifications (AMFI/NISM/IRDAI) if available.

Job Types: Full-time, Permanent

Pay: ₹15,000.00 - ₹25,000.00 per month

Benefits:

• Cell phone reimbursement
• Paid time off
• Work from home

Education:

• Master's (Required)

Experience:

• Stock Market Counsellor: 3 years (Required)

Language:

• English (Preferred)

Work Location: Remote