Mahimn Bhatt

Strategy Associate at Lodha Ventures
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Contact Information
us****@****om
(386) 825-5501
Location
Vadodara, Gujarat, India, IN
Languages
  • English Full professional proficiency
  • Gujarati Native or bilingual proficiency
  • Hindi Professional working proficiency
  • Spanish Limited working proficiency
  • French Elementary proficiency

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Credentials

  • Advanced Business Strategy
    Coursera
    Jan, 2018
    - Nov, 2024
  • Foundations of Business Strategy
    Coursera
    Oct, 2017
    - Nov, 2024
  • Fundamentals of Quantitative Modeling
    Coursera
    Sep, 2017
    - Nov, 2024

Experience

    • India
    • Financial Services
    • 1 - 100 Employee
    • Strategy Associate
      • Dec 2022 - Present

      Profile Summary: • Corporate strategist driving growth and value creation for conglomerates. • Collaborating with CEO on strategic direction, planning, initiatives, and synergy building. • Leading strategic planning exercises to identify growth opportunities, assess market dynamics, and define business priorities Direction Setting of Business with CEO: • Defining long-term strategic vision and direction with CEO of all firms • Leading strategic planning exercises… Show more Profile Summary: • Corporate strategist driving growth and value creation for conglomerates. • Collaborating with CEO on strategic direction, planning, initiatives, and synergy building. • Leading strategic planning exercises to identify growth opportunities, assess market dynamics, and define business priorities Direction Setting of Business with CEO: • Defining long-term strategic vision and direction with CEO of all firms • Leading strategic planning exercises, providing insights and recommendations. • Translating strategic objectives into actionable plans for business units. Business Planning Exercises: • Executed FY23-24 Business planning exercise to drive alignment between board and • Analyzing market trends, identifying growth opportunities. • Establishing KPIs and metrics for success. • Formulating contingency plans for business continuity. Spearheading Transformative Initiatives: • Leading cross-functional teams in transformative initiatives. • Driving digital transformation for operational efficiency and customer experience. • Pursuing strategic partnerships, mergers, and acquisitions. • Monitoring and assessing performance, making data-driven adjustments. Synergy Building Capabilities within Companies: • Facilitating collaboration and knowledge sharing across business units. • Implementing effective communication and alignment frameworks. • Identifying cross-functional initiatives, joint ventures, and shared resources. • Promoting a culture of collaboration, innovation, and continuous improvement. Show less Profile Summary: • Corporate strategist driving growth and value creation for conglomerates. • Collaborating with CEO on strategic direction, planning, initiatives, and synergy building. • Leading strategic planning exercises to identify growth opportunities, assess market dynamics, and define business priorities Direction Setting of Business with CEO: • Defining long-term strategic vision and direction with CEO of all firms • Leading strategic planning exercises… Show more Profile Summary: • Corporate strategist driving growth and value creation for conglomerates. • Collaborating with CEO on strategic direction, planning, initiatives, and synergy building. • Leading strategic planning exercises to identify growth opportunities, assess market dynamics, and define business priorities Direction Setting of Business with CEO: • Defining long-term strategic vision and direction with CEO of all firms • Leading strategic planning exercises, providing insights and recommendations. • Translating strategic objectives into actionable plans for business units. Business Planning Exercises: • Executed FY23-24 Business planning exercise to drive alignment between board and • Analyzing market trends, identifying growth opportunities. • Establishing KPIs and metrics for success. • Formulating contingency plans for business continuity. Spearheading Transformative Initiatives: • Leading cross-functional teams in transformative initiatives. • Driving digital transformation for operational efficiency and customer experience. • Pursuing strategic partnerships, mergers, and acquisitions. • Monitoring and assessing performance, making data-driven adjustments. Synergy Building Capabilities within Companies: • Facilitating collaboration and knowledge sharing across business units. • Implementing effective communication and alignment frameworks. • Identifying cross-functional initiatives, joint ventures, and shared resources. • Promoting a culture of collaboration, innovation, and continuous improvement. Show less

    • United States
    • Business Consulting and Services
    • 700 & Above Employee
    • External Consultant
      • Mar 2022 - Nov 2022

      • Drove an impressive 3x growth in channel transformation, propelling one of the largest Life insurers to new heights of success. • Achieved a record-breaking recruitment milestone in just one month, attracting high-quality profiles and raising the bar for talent acquisition. • Generated an exceptional 20% growth in overall revenue through strategic recruitment, leveraging a team of newly recruited advisors. • Executed a highly efficient process that resulted in recruiting profiles… Show more • Drove an impressive 3x growth in channel transformation, propelling one of the largest Life insurers to new heights of success. • Achieved a record-breaking recruitment milestone in just one month, attracting high-quality profiles and raising the bar for talent acquisition. • Generated an exceptional 20% growth in overall revenue through strategic recruitment, leveraging a team of newly recruited advisors. • Executed a highly efficient process that resulted in recruiting profiles with 2x higher productivity per recruit, optimizing resource allocation and maximizing results. • Boosted activation rates of newly recruited advisors by 5% through targeted activation campaigns, ensuring their swift integration and productivity. • Devised a visionary recruitment strategy for the agency channel, driving an astounding 3x sales growth and positioning the organization as a leader in the market. • Designed a comprehensive business plan to establish a top advisor sub-channel within the agency, fostering excellence and elevating performance. • Successfully managed multiple workstreams to ensure timely launch of key projects, utilizing effective project management methodologies and delivering exceptional results. • Led the redesign of digital apps, incorporating advanced data capturing and artificial intelligence capabilities, resulting in enhanced user experience and operational efficiency. • Developed compelling creatives and collaterals to drive recruitment efforts for new advisors, captivating the target audience and strengthening the brand's presence. • Designed innovative strategies for sustainable and competitive revenue growth engines, establishing a solid foundation for long-term success. Show less • Drove an impressive 3x growth in channel transformation, propelling one of the largest Life insurers to new heights of success. • Achieved a record-breaking recruitment milestone in just one month, attracting high-quality profiles and raising the bar for talent acquisition. • Generated an exceptional 20% growth in overall revenue through strategic recruitment, leveraging a team of newly recruited advisors. • Executed a highly efficient process that resulted in recruiting profiles… Show more • Drove an impressive 3x growth in channel transformation, propelling one of the largest Life insurers to new heights of success. • Achieved a record-breaking recruitment milestone in just one month, attracting high-quality profiles and raising the bar for talent acquisition. • Generated an exceptional 20% growth in overall revenue through strategic recruitment, leveraging a team of newly recruited advisors. • Executed a highly efficient process that resulted in recruiting profiles with 2x higher productivity per recruit, optimizing resource allocation and maximizing results. • Boosted activation rates of newly recruited advisors by 5% through targeted activation campaigns, ensuring their swift integration and productivity. • Devised a visionary recruitment strategy for the agency channel, driving an astounding 3x sales growth and positioning the organization as a leader in the market. • Designed a comprehensive business plan to establish a top advisor sub-channel within the agency, fostering excellence and elevating performance. • Successfully managed multiple workstreams to ensure timely launch of key projects, utilizing effective project management methodologies and delivering exceptional results. • Led the redesign of digital apps, incorporating advanced data capturing and artificial intelligence capabilities, resulting in enhanced user experience and operational efficiency. • Developed compelling creatives and collaterals to drive recruitment efforts for new advisors, captivating the target audience and strengthening the brand's presence. • Designed innovative strategies for sustainable and competitive revenue growth engines, establishing a solid foundation for long-term success. Show less

    • India
    • Insurance
    • 700 & Above Employee
    • Senior Manager I
      • May 2019 - Feb 2022

      • Successfully drove a 15% contribution to total business through an impactful upsell campaign. • Managed a substantial AUM attrition portfolio of 1000 Crore, employing effective strategies for maturity and foreclosure. • Achieved an impressive 30% increase in digital sales during the COVID-19 pandemic through direct online selling. • Designed growth strategies resulting in a remarkable 15% growth in the proprietary channel. • Conducted monthly financial strategy reviews and product… Show more • Successfully drove a 15% contribution to total business through an impactful upsell campaign. • Managed a substantial AUM attrition portfolio of 1000 Crore, employing effective strategies for maturity and foreclosure. • Achieved an impressive 30% increase in digital sales during the COVID-19 pandemic through direct online selling. • Designed growth strategies resulting in a remarkable 15% growth in the proprietary channel. • Conducted monthly financial strategy reviews and product analysis with the CFO. • Provided monthly channel strategy insights and sales force analytics to Sales & Distribution Heads. • Implemented new digital channel structures for COVID-19 lockdown, ensuring continuity. • Created an attrition scoring and prediction model for hiring preferred agent profiles. • Conducted customer segmentation analysis for effective upselling and product recommendations. • Integrated IPRU website for ideal product recommendation and business growth. • Led digital platform integration and cross-sell mechanisms with partners. • Crafted compelling offers of protection based on income and health guidelines. • Utilized segment analytics and propensity modeling for cross-selling in financial services. • Devised quarterly strategies and analysis for new customer acquisition. • Assessed potential market expansion and branch expansion opportunities. • Formulated growth strategies for agency, banca, and online channels. • Contributed to yearly planning for hiring and retention in sales and distribution. • Developed product-specific strategies for product and NFO launches. • Built product recommendation and lead opportunity identification mechanisms. Show less • Successfully drove a 15% contribution to total business through an impactful upsell campaign. • Managed a substantial AUM attrition portfolio of 1000 Crore, employing effective strategies for maturity and foreclosure. • Achieved an impressive 30% increase in digital sales during the COVID-19 pandemic through direct online selling. • Designed growth strategies resulting in a remarkable 15% growth in the proprietary channel. • Conducted monthly financial strategy reviews and product… Show more • Successfully drove a 15% contribution to total business through an impactful upsell campaign. • Managed a substantial AUM attrition portfolio of 1000 Crore, employing effective strategies for maturity and foreclosure. • Achieved an impressive 30% increase in digital sales during the COVID-19 pandemic through direct online selling. • Designed growth strategies resulting in a remarkable 15% growth in the proprietary channel. • Conducted monthly financial strategy reviews and product analysis with the CFO. • Provided monthly channel strategy insights and sales force analytics to Sales & Distribution Heads. • Implemented new digital channel structures for COVID-19 lockdown, ensuring continuity. • Created an attrition scoring and prediction model for hiring preferred agent profiles. • Conducted customer segmentation analysis for effective upselling and product recommendations. • Integrated IPRU website for ideal product recommendation and business growth. • Led digital platform integration and cross-sell mechanisms with partners. • Crafted compelling offers of protection based on income and health guidelines. • Utilized segment analytics and propensity modeling for cross-selling in financial services. • Devised quarterly strategies and analysis for new customer acquisition. • Assessed potential market expansion and branch expansion opportunities. • Formulated growth strategies for agency, banca, and online channels. • Contributed to yearly planning for hiring and retention in sales and distribution. • Developed product-specific strategies for product and NFO launches. • Built product recommendation and lead opportunity identification mechanisms. Show less

    • Core Member
      • Aug 2017 - Aug 2018

      Identifying and conducting Key areas and parameters of primary research for providing consumer insights to firms in rural and urban settings. Actualize diverse and innovative events to gauge the behavior of the consumer in the specified product segment Identifying and conducting Key areas and parameters of primary research for providing consumer insights to firms in rural and urban settings. Actualize diverse and innovative events to gauge the behavior of the consumer in the specified product segment

    • India
    • Financial Services
    • 700 & Above Employee
    • Summer Intern
      • Apr 2018 - May 2018

      Generated and pioneered leads of corporate relationships in 3 sectors with potential business opportunity of over 50 crores Handled investments with current corporate clients advising depending on the changing debt and equity markets Generated and pioneered leads of corporate relationships in 3 sectors with potential business opportunity of over 50 crores Handled investments with current corporate clients advising depending on the changing debt and equity markets

    • Core Member
      • Aug 2017 - Nov 2017

      Enhancing relations and associations with corporate firms. Instrumental in pitching and developing proposals to get sponsorship from corporate houses. Responsible for establishing and maintaining good relationship with corporate sponsors and media houses. Coordinating with other verticals and events to ensure adherence to the terms of contract with sponsors Enhancing relations and associations with corporate firms. Instrumental in pitching and developing proposals to get sponsorship from corporate houses. Responsible for establishing and maintaining good relationship with corporate sponsors and media houses. Coordinating with other verticals and events to ensure adherence to the terms of contract with sponsors

  • Adani Foundation
    • Ahmedabad, Gujarat, India
    • Social Internship Project
      • Apr 2017 - May 2017

      Social Internship with two projects, planning and implementation in Adani Foundation's flagship project Swachhagraha which aims at creating a culture of cleanliness. Second project of designing the dashboard for Volunteerism for Adani Foundation. Social Internship with two projects, planning and implementation in Adani Foundation's flagship project Swachhagraha which aims at creating a culture of cleanliness. Second project of designing the dashboard for Volunteerism for Adani Foundation.

    • Coordinator
      • Apr 2016 - Apr 2017

      IPM IIC connects students of IPM at IIM Indore to corporate world and managing non-placement industry related activities. Through its various initiatives round the year, IIC ensures that the budding managers gets a hands on experience with the real industry, while honing their skills in the classrooms. IIC provides plenty of opportunities to the student community at IPM - IIM Indore to test their business acumen through Live Projects offered in various domains allows them to have a first-hand… Show more IPM IIC connects students of IPM at IIM Indore to corporate world and managing non-placement industry related activities. Through its various initiatives round the year, IIC ensures that the budding managers gets a hands on experience with the real industry, while honing their skills in the classrooms. IIC provides plenty of opportunities to the student community at IPM - IIM Indore to test their business acumen through Live Projects offered in various domains allows them to have a first-hand experience of the business issues faced by organisations. IPM IIC coordinates a week long Industrial Visit of IPM - IIM students to industrial cluster. IIC also organizes year round workshops and guest lectures from eminent personality from corporate world. Show less IPM IIC connects students of IPM at IIM Indore to corporate world and managing non-placement industry related activities. Through its various initiatives round the year, IIC ensures that the budding managers gets a hands on experience with the real industry, while honing their skills in the classrooms. IIC provides plenty of opportunities to the student community at IPM - IIM Indore to test their business acumen through Live Projects offered in various domains allows them to have a first-hand… Show more IPM IIC connects students of IPM at IIM Indore to corporate world and managing non-placement industry related activities. Through its various initiatives round the year, IIC ensures that the budding managers gets a hands on experience with the real industry, while honing their skills in the classrooms. IIC provides plenty of opportunities to the student community at IPM - IIM Indore to test their business acumen through Live Projects offered in various domains allows them to have a first-hand experience of the business issues faced by organisations. IPM IIC coordinates a week long Industrial Visit of IPM - IIM students to industrial cluster. IIC also organizes year round workshops and guest lectures from eminent personality from corporate world. Show less

    • Education Administration Programs
    • 1 - 100 Employee
    • Case Study Competition Head
      • Apr 2016 - Sep 2016

      Organised an all India case study competition for students of management all across the country. The case study dealt with all aspects of management HR, marketing, finance, operations and strategy. I was responsible for writing the case of the company which was to be solved by the participants, as well lead a team of 4 for successful implementation of the competition Organised an all India case study competition for students of management all across the country. The case study dealt with all aspects of management HR, marketing, finance, operations and strategy. I was responsible for writing the case of the company which was to be solved by the participants, as well lead a team of 4 for successful implementation of the competition

    • India
    • Retail
    • 300 - 400 Employee
    • Marketing Intern
      • May 2016 - Jun 2016

      Researched on factors increasing footfall and walk-In conversion rate of customers visiting the store. Surveyed the customers and suggested changes in the layout of the store to make it more attractive, also provided analysis of its services to customers. Researched on factors increasing footfall and walk-In conversion rate of customers visiting the store. Surveyed the customers and suggested changes in the layout of the store to make it more attractive, also provided analysis of its services to customers.

    • Core Member
      • Aug 2015 - Apr 2016

      Successfully completed more than seven live projects with different domains (hotels, transports, manufacturing) with some of them giving repeat assignments. Organized local industry visits for 2nd year Students and Mumbai Industry Cluster visit for 3rd year Students. Successfully completed more than seven live projects with different domains (hotels, transports, manufacturing) with some of them giving repeat assignments. Organized local industry visits for 2nd year Students and Mumbai Industry Cluster visit for 3rd year Students.

    • Education Administration Programs
    • 1 - 100 Employee
    • Transport Head
      • Aug 2015 - Sep 2015

      Responsible for arranging vehicles for pick up and drop of all VIPs, Guests, Invitees and participants to the this three days event. More than 1500+ participated from all over India.... Responsible for arranging vehicles for pick up and drop of all VIPs, Guests, Invitees and participants to the this three days event. More than 1500+ participated from all over India....

Education

  • Indian Institute of Management, Indore
    Integrated Programme In Management, Business Management (Five Years Integrated)
    2014 - 2019
  • Delhi Public School - Ahmedabad
    High School, Science - Maths, Physics, Chemistry
    2009 - 2014

Community

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