Personal Finance Facilitator

4 weeks ago

Kolkata, India Dhanvesttor Full time

Job Title: Personal Finance Facilitator (Full-time, In-office)

Job Location: Loudon Street, Kolkata

Salary: 2- 5 LPA

Probation Period: 3 months


Job Description of Personal Finance Facilitator at Dhanvesttor: As a Personal Finance Facilitator in the Co-Learning and Community Building Team at Dhanvesttor, you will have the opportunity to guide and assist our UHNI clients in navigating finance-related workshops. Your role will involve facilitating interactive sessions aimed at simplifying complex financial concepts and fostering a supportive learning environment conducive to our UHNI women clients’ financial growth. Additionally, through close collaboration with the finance team, you will gain valuable insights into the operations of the Indian stock market.


Essential Duties and Responsibilities:

  • Facilitate Interactive Finance Workshops: Lead interactive and engaging finance workshops, guiding participants through complex concepts with empathy and understanding.
  • Facilitate Discussions and Provide Guidance: Lead discussions and provide guidance on attendees’ finance queries during workshops, nurturing a supportive atmosphere.
  • Collaborate for Engaging Workshop Content: Work collaboratively with content creators and designers to curate engaging workshop materials that resonate with the audience.
  • Independently Facilitate Workshops/Events: Independently facilitate workshops, ensuring inclusivity and participation among attendees.
  • Adapt Sessions to Different Learning Styles: Tailor sessions to various learning styles to ensure inclusivity and engagement.
  • Support Diverse Needs: Demonstrate flexibility by assisting other departments beyond workshops, contributing proactively to the diverse needs of Dhanvesttor with professionalism and finance expertise.


Job Requirements:

  • Minimum Education Qualification: Completed Bachelor’s degree.
  • Minimum Work Experience: 0-1 year of work experience, including some facilitation or teaching experience.
  • Financial Knowledge: Knowhow in investments, Indian stock market, budgeting, savings, financial planning, etc.
  • Understanding Consumer Behaviour: Ability to address the unique financial needs of UHNI women clients.
  • Clear Communication: Expertise in simplifying complex financial concepts into easily understandable language, leveraging strong English proficiency.
  • Engagement Skills: Creating an interactive and comfortable atmosphere during sessions.
  • Adaptability: Tailoring sessions to various learning styles for inclusivity.
  • Passion for Empowerment: Dedication to guiding and empowering individuals, especially women, in financial matters.
  • Innovative Facilitation: Developing creative methods to make finance engaging and ensuring high information retention.
  • Presentable: Dress professionally to make a strong impression and use effective body language when facilitating.


Critical Skills and Attributes:

1. Good organizational skills and ability to prioritize tasks while multitasking.

2. Creative thinking.

3. Team building.

4. Warm and welcoming demeanor.

5. Strong sense of decision-making driven by wisdom and rationale.

6. Sense of urgency and ability to meet deadlines.

  • Job Opening for Finance Person

    4 weeks ago

    Kolkata, West Bengal, India Recex Full time

    **Opening**: 1 Nos.**Job ID**: 72517**Employment Type**: Full Time**Reference**: **Work Experience**: 1.0 Year(s) To 2.0 Year(s)**CTC Salary**: 1.40 LPA TO 1.80 LPA**Function**: Accounts / Finance / Tax / CS / Audit**Industry**: Account/Finance/Tax consulting**Qualification**: Any - Any Graduation**Location**: Kolkata **Posted On**: 28th Nov,...

  • Online Course Facilitator

    4 weeks ago

    Entally, Kolkata, West Bengal, India SINY CAREER CONSULTANCY PVT LTD Full time

    We have an educational App, designed by Classplus, Online Course Facilitator's role shall be - Exploring various features of our APP - Creatating, promoting & handling Courses - Managing Classes & Tests - Creating digital content for promotion **Job Types**: Full-time, Part-time, Fresher, Internship, Freelance Pay: ₹10,323.13 - ₹26,177.58 per...

  • Finance Administrator

    7 days ago

    Kolkata, India Alpha Overseas Int Pvt Ltd Full time

    Finance and Accounts: - Managing overall finance functions involving determining financial objectives, designing & implementing systems, policies & procedures to facilitate internal financial control to be in line with overall business plans and strategies of the Organization - Implementing systems, procedures & manuals for preparation & maintenance of...

  • Personal Secretary

    4 weeks ago

    Esplanade, Kolkata, West Bengal, India A C H & ASSOCIATES Full time

    Knowledge of Accounts and finance background with administrative skills will be an added advantage. **Salary**: ₹6,000.00 - ₹10,000.00 per month **Benefits**: - Paid sick time Schedule: - Day shift - Weekend availability Supplemental pay types: - Overtime pay - Yearly bonus Work Location: In person **Speak with the employer** +91 8961645750

  • Senior Oracle Solution Analyst Finance

    4 weeks ago

    kolkata, India Corporate Resources Full time

    Job Description Provides Oracle technical guidance to the Finance track for Cost Accounting Provides technical guidance as delegated by the Manager, Business Analysis Manages large projects IT point of contact for Oracle system requirements, configurations, and issues. Assess, prioritize, and...

  • Finance Executive(M.com/mba)

    4 weeks ago

    Kolkata, India infoclin consultancy Full time

    Infoclin is 8+ Year Old Company doing excellence in Clinical Research. Designation - **Executive Finance** Company - **Infoclin Consultancy** Payroll - Direct **Job Responsibilities: - ** - Invoice Preparation - Clients Follow - up for on time payments - Timely Vendor payment release for uninterrupted services - Project wise profitability calculation -...

  • Finance Academic Writer

    4 weeks ago

    Kolkata, West Bengal, India EduGuidePlus Full time

    **We are looking for a Sr. Academic Content Writer for Kolkata location..** **Location**:Kolkata - **Experience**_: 6months in finance and management related topic _ **Role & Responsibilities**: - Daily creation of content with 2500-3000 words. - Proficient research capabilities to understand topics. - Crafting engaging and high-quality content. -...

  • Accounts & Finance Executive

    4 weeks ago

    Kolkata, West Bengal, India Trans Log-Ship Pvt Ltd Full time

    Accounts Executive-Finance & Accounts **Job Description**: Qualification: 1. Bachelor’s degree in Accounting, Finance or a related field. 2. Should speak and write English fluently. 3. Proven experience as an Accounts Executive, Aaauntant or similar. 4. Strong knowledge of accounting principles and financial regulations. **Salary**: ₹12,000.00 -...

  • Academic Finance Writer

    4 weeks ago

    Kolkata, West Bengal, India Shiksit Full time

    **Designation**:Finance Academic Content writer **Location**:Salt lake, Sec-V **Salary -** 18000 - 20000 INR/month **Job time** : 10am-6:30pm (Monday-Saturday) **Job type**: Work from office **Experience**: 6 months and above **Qualification **:Any graduate or above **Job roles/Responsibilities**: - Must understand the requirements of the content. -...

  • Finance Assistant

    4 weeks ago

    Salt Lake, Kolkata, West Bengal, India Omnifin Solutions Full time

    Work experience in Accounts and Finance - Hands on experience in Manual documentation and Audit work. - Diligent with work. - Strong working knowledge of excel. - Ability to communicate in a timely manner, good communication skills - Good Knowledge in Audit. - Graduate / Post Graduate - Sound knowledge on accounting / finance background - Hardworking,...

  • Content Writer

    4 weeks ago

    Kolkata, West Bengal, India Talant Cubicle Hr Solution Full time

    **Finance Content Writer**: - Talant Cubicle HR Solutions for Alphabet Pvt. Ltd **About Talant Cubicle HR Solutions**: Talant Cubicle is a leading HR solutions provider, committed to connecting talented individuals with top-tier companies across diverse industries. We pride ourselves on our exceptional service and dedication to building successful...

  • Senior Manager Finance Account

    2 weeks ago

    kolkata, India Fairfest Media Limited Full time

    Job description: Fairfest Media is an established leader in trade shows and B2B media in India, serving governments and businesses from over 100 countries. Fairfest’s flagship travel event is OTM, which is well-recognised as Asia’s leading travel event. Fairfest is actively planning a public listing and we are looking for an experienced manager to...

  • Senior Manager Finance Account

    2 weeks ago

    Kolkata, India Fairfest Media Limited Full time

    Job description:Fairfest Media is an established leader in trade shows and B2B media in India, serving governments and businesses from over 100 countries. Fairfest’s flagship travel event is OTM, which is well-recognised as Asia’s leading travel event.Fairfest is actively planning a public listing and we are looking for an experienced manager to oversee...

  • Senior Manager Finance Account

    2 weeks ago

    Kolkata, India Fairfest Media Limited Full time

    Job description:Fairfest Media is an established leader in trade shows and B2B media in India, serving governments and businesses from over 100 countries. Fairfest’s flagship travel event is OTM, which is well-recognised as Asia’s leading travel event.Fairfest is actively planning a public listing and we are looking for an experienced manager to oversee...

  • Academic Finance Writer

    4 weeks ago

    Kolkata, West Bengal, India Fin Bulls Full time

    **Designation**:Finance Academic Content writer **Location**:Salt lake, Sec-V **Salary -** 15000 - 20000 INR/month **Job time** : 10am-6:30pm (Monday-Saturday) **Job type**: Work from office **Experience**: 6 months and above **Qualification **:Graduate or above **Job roles/Responsibilities**: - Must understand the requirements of the content. -...

  • Channel Relationship Manager

    1 day ago

    Kolkata, India Waytogo Consultants Full time

    Manage relationships with existing large corporates under the portfolio and on board new corporates for supplier/vendor finance/channel finance/ factoring programs.Maintain relationship with key stakeholders (Large corporates) to ensure smooth running of business and drive joint calls with business RMs to tap business opportunities with existing clients of...

  • Channel Relationship Manager

    7 hours ago

    Kolkata, India Waytogo Consultants Full time

    Manage relationships with existing large corporates under the portfolio and on board new corporates for supplier/vendor finance/channel finance/ factoring programs.Maintain relationship with key stakeholders (Large corporates) to ensure smooth running of business and drive joint calls with business RMs to tap business opportunities with existing clients of...

  • Fresher Finance Writer

    7 days ago

    Kolkata, West Bengal, India Fin Bulls Full time

    **Designation**:Finance Academic Content Writer **Location**:Salt lake, Sec - V **Salary -** 16000 - 20000 INR/month **Job time** : 10am-6:30pm (Monday-Saturday) **Job type**: Work from office **Experience**: 6 months of experience(Freshers are welcome) **Job roles/Responsibilities**: - Must understand the requirements of the content. - Doing...

  • Academic Finance Writer

    4 weeks ago

    Kolkata, West Bengal, India UNITEDTECHNOVISION IT & BPO SERVICES PRIVATE LIMITED Full time

    **Designation**:Finance Academic Content writer **Location**:Salt lake, Sec-V **Salary -** 18000 - 20000 INR/month **Job time** : 10am-6:30pm (Monday-Saturday) **Job type**: Work from office **Experience**: 6 months and above **Qualification **:Any graduate or above **Job roles/Responsibilities**: - Must understand the requirements of the content. -...

  • Academic Writer(Finance)

    4 weeks ago

    Kolkata, West Bengal, India Fin Bulls Full time

    **Designation**:Finance Academic Content writer **Location**:Salt lake, Sec-V, Kolkata **Salary -** 18000 - 20000 INR/month **Job time** : 10am-6:30pm (Monday-Saturday) **Job type**: Work from office **Experience**: 6 months and above **Qualification **:Any graduate or above **Job roles/Responsibilities**: - Must understand the requirements of the...