Mahima Lalwani

Associate Partner

New Delhi, Delhi, India4 yrs 11 mos experience

Key Highlights

Proven track record in client acquisition and business development.
Strong analytical skills with expertise in data analytics and visualization.
Demonstrated ability to lead and manage high-value client relationships.

Stackforce AI infers this person is a BFSI professional with strong expertise in client acquisition and data analytics.

Contact

Skills

Core Skills

Business DevelopmentCustomer Relationship ManagementClient AcquisitionWealth ManagementData AnalysisMarketing Strategy

Other Skills

Market ResearchCorporate EventsNetworkingForeign Exchange (FX) TradingBusiness AnalyticsStrategyUser Interface DesignUser Experience (UX)User Acceptance TestingCross-functional CoordinationDigital StrategyGo-to-Market StrategyTreasury ManagementMarketing AnalyticsTableau

About

MBA graduate with notable academic achievements. Experienced banker with demonstrated history of working in BFSI Industry across different geographies in India. Skilled in both Commercial as well as Retail Banking centric sales & marketing, Key Account Management, Customer Relationship Management, Data Analytics & Data Visualisation. Known to exhibit strong work ethics as a professional at all times. A multi-tasker with an eye for detail, ready to take on challenging projects with a scope for learning & growth.

Experience

4 yrs 11 mos

Total Experience

1 yr 5 mos

Average Tenure

8 mos

Current Experience

Hsbc innovation banking

Associate Vice President

Oct 2025 – Present · 8 mos · New Delhi, Delhi, India · On-site

Hsbc

Associate Vice President

Apr 2024 – Oct 2025 · 1 yr 6 mos · National capital region India

Standard chartered bank

Senior Manager - Business Banking

Aug 2022 – Mar 2024 · 1 yr 7 mos · Gurugram, Haryana, India · On-site

Responsible for acquiring and managing Business Banking Clients through the bank’s product offerings like Business Essentials account, Startup Current Account and International trade account
Spearhead extensive market research to identify new business potential for acquiring customers and formulate acquisition initiatives to drive engagement and sales
Spearhead customer engagement activities to leverage referral acquisitions
Ensure compliance in accordance with policies, procedures and regulatory standards
Work in cohesion with Relationship Managers, Trade and Fx Specialists & other SMEs to provide exemplary customer Service
Lead business development through micro- marketing events and liaising with intermediaries
Formulate acquisition initiatives for Startups and MNCs through Standard Chartered’s dynamic product proposition

Market ResearchCorporate EventsBusiness DevelopmentCustomer Relationship Management

Citi

Management Associate

Jun 2021 – Aug 2022 · 1 yr 2 mos · Bengaluru, Karnataka, India · On-site

Led Acquisition for emerging affluent, High Net worth and Ultra High Net worth clients for Citi’s product offerings like Citi Priority (Rs. 15 Lacs), Citi Gold (Rs. 75 Lacs) and Citi Gold Private Client (Rs. 7.5 Cr)
Conducted extensive research using Citibank's wealth management insights and helped increase AUM using Citi’s wealth management platform through various asset classes like mutual funds, PMS, AIFs and Structured Products
Acquired and Onboarded MNC subsidiaries, Start-ups and SMEs for Citibusiness, Citi’s commercial banking platform
Led Business development through micro-marketing events, liaising with CAs and other channel influencers and Developed marketing strategies and designed visual creatives facilitating internal sales and lead generation
Collaborated and managed various internal banking channels to achieve the defined business objectives
Instrumental in delivering a staggering 125% Business growth in Q1 & Q2, 2022

NetworkingForeign Exchange (FX) TradingClient AcquisitionWealth Management

Ibm

Summer Intern

Apr 2020 – Jun 2020 · 2 mos · Bengaluru, Karnataka, India

Engaged in Marketing Impact Measurement to Overall Business Pipeline for the project – Retail Industry Analysis
Conducted Geo and Market Analysis for the project using IBM’s inhouse data analytics platforms
Understood Business Unit Performance and Identified Gaps within
Identified Key Offerings within a Business Unit and devised strategies to achieve the defined business objective
Engaged in Conversation Mapping and analyzed Go-to-Market strategies through different lenses for the project
Conducted Cluster Deep Dive Analysis and provided comprehensive real time business solutions

Market ResearchBusiness AnalyticsData AnalysisMarketing Strategy