NEHA LULLA
Mumbai
Summary
“Dynamic operations and investor relations professional with experience leading strategic initiatives and optimizing operational processes. Skilled in managing stakeholder relationships, driving growth, and ensuring seamless execution of projects. Adept at collaborating across teams to enhance efficiency and deliver measurable business outcomes."
Overview
7
7
years of professional experience
4
4
Languages
Work History
Head of Operations & Investor Relations
Growth91
06.2024 - Current
- Lead operations and investor relations activities to ensure smooth organizational workflow.
- Manage investor onboarding, communication, and reporting processes.
- Coordinate deal flow, investment documentation, and portfolio updates.
- Build and maintain strong investor relationships to ensure seamless engagement.
- Oversee operational compliance, administration, and partner coordination.
finops associate
Liquiloans
07.2022 - 05.2023
- Company Overview: Liquiloans, Mumbai, India
- Assisting in Monthly Consumer bureau reporting by ensuring all the bureau reporting formats are followed and correcting discrepancies in formats provided by partners.
- Addressing borrowers' grievances/Disputes regarding incorrect information appearing in Bureau reports by rectifying the same through OLMs & online Portals.
- Reconciliation of P2P Banking statements and maintaining the Banking summary with all the bifurcations of total disbursements, Redemptions, investment.
- Performing day-to-day administrative work like Updating systems with Disbursement, Refunds, EMI Markings & Settlements of partners and employees.
Accounts Manager
S.R. Textiles
04.2019 - 06.2022
- Company Overview: S.R. Textiles, Ulhasnagar
- Creating/ updating items/masters along with GST rates, prices, etc on a timely basis
- Collaborated with purchasing department to reconcile vendor invoices and facilitate payments.
- Entering invoices requiring payment and disbursed amounts via cheque, electronic transfer or bank draft.
- Monitoring status of accounts receivable and payable to facilitate prompt processing
- Maintaining and keeping “records in CRM” to maintain customer data.
- Monitoring 4 employee team while handling day-to-day accounting processes and financial accuracy.
Portfolio Manager
Self Employed
03.2020 - 01.2022
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
- Evaluated portfolio performance and risk exposure to support client investment success.
- Have helped clients with recommendation” based on technical analysis in stock & gold trading.
- Used demo trades to develop new trading strategies.
- Helped in analyzing different investment avenues in accordance with risk management
- Helped in filling ITR “of client and gained knowledge about income tax portal.
- Recommended investment strategies to meet client financial objectives.
Private Home Tutor
Private Home Tutor
01.2019 - 02.2020
- Company Overview: Ulhasnagar
- Tutored students Of SSC &BFM In subjects like Sindhi Hindi English accounting Business law debt market equity market & corporate finance
- Identified learning needs and implemented fun and engaging learning activities to help students advance
- Collaborated with students to complete homework assignments, identify lagging skills and correct weaknesses
- Taught them few indicators” for intraday and swing trading
Education
M. Com -
Mumbai University
01.2021
BFM - undefined
CHM college
01.2019
BFM - undefined
K.C college
01.2018
HSC - undefined
CHM
01.2016
Skills
Business analysis
Operations management
- Operations Management & Process Optimization
- Investor Relations & Stakeholder Communication
- Strategic Planning & Execution
- Team Leadership & Collaboration
- Growth Metrics & Performance Tracking
Interests
Analysis, Reading, Writing, Listening Music
Timeline
Head of Operations & Investor Relations
Growth91
06.2024 - Current
finops associate
Liquiloans
07.2022 - 05.2023
Portfolio Manager
Self Employed
03.2020 - 01.2022
Accounts Manager
S.R. Textiles
04.2019 - 06.2022
Private Home Tutor
Private Home Tutor
01.2019 - 02.2020
BFM - undefined
CHM college
BFM - undefined
K.C college
HSC - undefined
CHM
M. Com -
Mumbai University
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