Company Description Dhanvesttor is a boutique wealth management fund-house with a dedicated focus on supporting women investors and promoting women-centric financial empowerment. The firm seeks to create value not only through investment returns but also through collaborative learning opportunities and strong community-building initiatives. Dhanvesttor designs financial products and experiences that encourage shared knowledge, confidence, and long-term financial wellbeing.

The organization operates with regulatory transparency and is registered with SEBI, reinforcing its commitment to responsible wealth management practices.

Role Description The Co-Learning & Community Building Executive is a full-time, in office role based in the Kolkata metropolitan area. This role is responsible for designing, coordinating, and delivering co-learning programs, workshops, and events that help community members build financial literacy and confidence. The executive will manage learning initiatives end-to-end, including planning learning journeys, developing content and materials, and facilitating both in-person and blended learning sessions.

They will support community building by engaging participants, nurturing peer-to-peer learning, collecting feedback, and continuously improving program effectiveness. The role also involves collaborating with internal teams and external partners to align learning activities with Dhanvesttor’s mission and to expand the reach of its women-centric wealth management and empowerment initiatives.

Role & responsibilities:

- Conduct and manage investment literacy workshops for clients, prospects, and relevant communities.
- Pitch workshop concepts and reach out to prospective clients to generate leads and drive participation in events.
- Collaborate with the team to develop engaging workshop content, presentations, and learning materials.
- Build and maintain relationships with workshop participants, clients, and prospective investors.




- Follow up with leads and participants to ensure continued engagement and explore potential opportunities.
- Build and nurture a strong community of empowered women investors through regular engagement and educational initiatives. Coordinate and manage workshop logistics, schedules, and related activities to ensure smooth execution.
- Represent Dhanvesttor professionally during workshops, events, and client interactions.
- Maintain records of workshop participation, leads, follow-ups, and community engagement.
- Take ownership of ad-hoc activities and contribute to the overall growth of CLCB initiatives. Identify and research potential collaboration opportunities across corporates, NGOs, educational institutions and other relevant networks.
- Identify prospective partners, initiate outreach and pitch customised workshop proposals.
- Manage end-to-end partnership development, negotiations, confirmation and workshop execution.
- Build and maintain strong partner relationships to drive recurring workshops and long-term collaborations.
- Explore new markets, audience segments and outreach channels to expand workshop reach and participation.

Qualifications:

- Bachelors or Masters degree in Finance.
- 1 to 3 years of experience in client engagement, sales, business development, workshops, or community building.
- Strong verbal and written communication skills with confidence in public speaking and presentations.
- Ability to engage with clients, pitch ideas, generate leads, and build meaningful professional relationships.
- Interest in financial markets, investments, and financial literacy, with a willingness to learn.
- Strong interpersonal skills with an ability to connect with and nurture a community of women investors.
- Good organizational and coordination skills to effectively plan and manage workshops and events.
- Ability to collaborate on creating engaging workshop content and presentations.
- Proactive, adaptable, and willing to take ownership of responsibilities and handle ad-hoc requirements.

📌 Co-Learning & Community Building Executive (Kolkata Metropolitan Area)
🏢 Dhanvesttor
📍 Kolkata Metropolitan Area