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Mobeen Batla
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English -
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Hindi -
Bio
Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteFeb, 2024- Apr, 2026 -
CFA Level 2
CFA InstituteJan, 2023- Apr, 2026 -
Excel: Advanced Formulas and Functions
LinkedInFeb, 2022- Apr, 2026 -
Financial Modeling Foundations
LinkedInFeb, 2022- Apr, 2026 -
PowerPoint 2019 Essential Training
LinkedInFeb, 2022- Apr, 2026 -
CFA Level 1
CFA InstituteJan, 2022- Apr, 2026 -
Excel 2019 Essential Training
LinkedInJan, 2022- Apr, 2026 -
Word 2019 Essential Training
LinkedInJan, 2022- Apr, 2026 -
CFA Investment Foundations Program
CFA InstituteJan, 2021- Apr, 2026 -
A Novice's Guide to Investment Fundamentals
ChalkStreetOct, 2018- Apr, 2026
Experience
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Mount Judi Ventures
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Bengaluru, Karnataka, India
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Investment Analyst
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May 2023 - Present
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Bengaluru, Karnataka, India
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LetsVenture
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Bengaluru, Karnataka, India
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Portfolio Analyst
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Dec 2022 - Apr 2023
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Bengaluru, Karnataka, India
-Onboarded new startups on the platform and documented their round/ investor details and set up their quarterly reporting-Conducted quarterly calls and managed quarterly reporting of more than 500 existing portfolio companies-Launched portfolio deals on the platform for their next round of fund raise and reached out toprospective investors for their participation.-Handled investor queries on quarterly updates for all portfolio companies
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Investment Associate
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Mar 2022 - Aug 2022
-Researched potential deals for investments via Tracxn, investment blogs and news updates -Prepared deal synopsis of companies pitching on the network for investor communication -Conducted introductory calls with founders and assisted on deal execution, due diligence and closures
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Investment Analyst
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Feb 2022 - Mar 2022
Interacted with idea/ prototype/ early stage founders and analyzed their business ideas using the Berkus method.
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India
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Financial Services
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1 - 100 Employee
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Strategic Alliance Lead
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May 2021 - Aug 2021
-Collaborated with the tech team to build an in-house platform for applicant data containing details of applicant/ co-applicant, loan amount, loan tenure and status of current and pending EMIs-Supervised the build-up of CRM for the sales team to streamline the sales process-Strategised growth and expansion plans and designed incentive schedule for channel partners to speed-up market expansion-Worked closely with the credit team to revise credit policy based on market expectations and helped reduce TAT and accelerate partnership and application processes
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Management Trainee
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Jan 2021 - Apr 2021
-Researched potential clients and conducted cold outreach through calls, email and LinkedIn-Managed ad hoc projects related to data aggregation, editing pitch decks, creating a new website for product launches, etc.-Communicated directly with institutional owners, internal credit team and strategic partnerships team to understand concerns for onboarding processes and steps necessary to smoothen customer experience
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The Hult Prize, St. Xavier's College (Autonomous), Kolkata
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Kolkata, West Bengal, India
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Head Of Operations
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Jan 2021 - May 2021
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Kolkata, West Bengal, India
-Led a team of 3 to manage operations of the first-ever HULT PRIZE contest conducted at St. Xavier's College, Kolkata-Worked closely with the founder and director to successfully conduct the 2-day online HULT PRIZE competition
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MyCaptain
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Kolkata, West Bengal, India
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Campus Ambassador
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Jun 2019 - Jul 2019
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Kolkata, West Bengal, India
-Sold 4-to-6-week LIVE courses on topics such as stock market, creative writing, digital marketing to school and college students by promoting on various social media channels-Sold the highest number of courses in my cohort
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Education
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2018 - 2021St. Xavier's College (Autonomous), Kolkata
BCom - Bachelor of Commerce, Accounting and Finance -
St. Joseph's College, Kolkata
Suggested Services
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Industry Focus. “Venture Capital and Private Equity Principals”
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