Hi, I’m
Payal Pandurang Tawhare
Rabale
Summary
Relationship Manager with expertise in client engagement and financial analysis. Cultivates trust and rapport, enabling clients to discuss financial matters confidently. Delivers insights through data analysis and advanced financial modelling.
Overview
3
years of professional experience
Work History
BAJAJ LIFE INSURANCE
Relationship Manager
01.2025 - Current
Job overview
- Build trust and rapport - clients should feel comfortable discussing their financial or business matters with you.
- Financial modelling and forecasting.
- Data analysis and reporting.
- Communication and presentation.
- Advanced Excel and/or financial software proficiency.
- Recruited high-achieving team members for enhanced department performance.
- Led finance transformation projects to reach company growth goals.
- Managed daily finance services for smooth business operations.
- Expanded business sustainably by identifying opportunities to grow the portfolio and enhancing client relationships within network.
- Conducted proactive credit risk assessments and customer due diligence reviews for comprehensive understanding of clients.
IDFC FIRST BANK
Financial Analysis
01.2023 - 01.2025
Job overview
- Strengthened my analytical and reporting skills through the Financial & Analysis project with IDFC FIRST Bank.
- Provided financial analysis relevant to financing, acquisition and leasing of properties.
- Calculated profit and loss information to enable accurate financial analysis and forecasting.
- Leveraged strong knowledge of financial analysis and budgeting prowess to improve enterprise-wide financial health.
- Conducted financial analysis to guarantee informed decision-making.
Education
Maratha Mandir's Babasaheb Gawde Institute Technology
MBA
01-2025
University Overview
GPA: 72 %
D.G.Walse Patil Pune University
B.Com
01-2022
University Overview
GPA: 75.75 %
Sangameshwer MahavidhyalayaMaharashtra
12th
01-2019
University Overview
GPA: 73.92 %
P.J.N.V. SchoolMaharashtra
10th
01-2017
University Overview
GPA: 78.60 %
Skills
- Financial modelling and forecasting
- Data analysis and reporting
- Communication and presentation
- Advanced Excel and/or financial software proficiency
- Client relationship management
- Financial analysis
- Data reporting
- Financial forecasting
Languages Known
Marathi
Master or proficient
C2
Hindi
Master or proficient
C2
English
Upper intermediate
B2
Personal Information
Father's Name: Pandurang Tawhare
Timeline
Relationship Manager
BAJAJ LIFE INSURANCE
01.2025 - Current
Financial Analysis
IDFC FIRST BANK
01.2023 - 01.2025
Maratha Mandir's Babasaheb Gawde Institute Technology
MBA
D.G.Walse Patil Pune University
B.Com
Sangameshwer Mahavidhyalaya
12th
P.J.N.V. School
10th