Tanvi Pakale
Relationship Manager - Banking I Client Portfolio Management I Corporate and Retail Banking I Financial Analysis & Revenue Growth
- Role
- Relationship Manager at HDFC Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Tanvi Pakale
I manage a client portfolio in retail and business banking, acting as the primary point of contact for customers and providing tailored banking and financial solutions based on individual needs. My focus is on building long-term client relationships while ensuring high service quality and customer satisfaction.I am responsible for supporting deposit and lending products, including initial credit assessment, documentation review, and coordination of loan proposals. I work closely with internal credit, risk, and operations teams to ensure timely processing and smooth execution.Compliance is a key part of my role. I ensure strict adherence to KYC, AML, and internal banking policies, while maintaining accurate records and supporting audit and regulatory requirements.In addition, I contribute to portfolio growth through relationship deepening and cross-selling, and prepare regular portfolio updates and management reports to support performance monitoring and decision-making.
Experience
Relationship Manager
Sep 2022 — Present
Work closely with clients to understand their financial position, goals, and risk appetite, and provide suitable banking and financial solutions.• Support clients across key banking products, including deposits, lending, and investment services, with a strong focus on financial suitability.• Perform basic financial and credit assessments to support lending decisions and responsible portfolio management.• Balance customer service with financial performance by strengthening relationships and identifying value-adding opportunities.• Apply risk awareness and compliance standards to ensure sound financial practices and long-term portfolio stability.• Aim to build trust-based relationships and act as a reliable point of contact throughout the client’s financial journey.
Education
Smt Mithibai Motiram Kundnani College of Commerce and Economics 32nd Road Bandra Mumbai 400 050
Bachelor's degree, Bfm
2017 — 2020
Smt Mithibai Motiram Kundnani College of Commerce and Economics 32nd Road Bandra Mumbai 400 050
B.com (F&M), Commerce
2017 — 2020
Smt Mithibai Motiram Kundnani College of Commerce and Economics 32nd Road Bandra Mumbai 400 050
HSC , Commerce
2015 — 2017
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