Yaman Jamne

Manager Acquisition

Talent

PuneMember since May 29, 2026

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About

Results-driven banking professional with 5+ years of experience in client acquisition and relationship management, specializing in high-net-worth individuals. Proven ability to identify financial needs, provide tailored solutions, and drive revenue growth. Expertise in investment strategies, loan assessment, and customer service excellence.

Experience

Manager Acquisition - IDFC First Bank Pvt Ltd - Pune, Maharashtra

(2021-10)

Cultivated and maintained strong relationships with a portfolio of high-value clients, resulting in increased client retention.
Managed high-net-worth client accounts, providing personalized financial solutions and exceeding revenue targets by 15%.
Assisted clients with account opening, loan applications, and complex financial inquiries, ensuring a seamless and positive customer experience.
Analyzed credit reports and financial statements to assess loan eligibility, mitigating risk and optimizing loan portfolio performance.
Provided comprehensive support to clients regarding life insurance policies and investment fund allocation, aligning strategies with individual financial goals.
I have taken 3 grade promotion in my tenure with IDFC First Bank. Senior Officer to Manager Acquisition.
Recognized with the Employee of the Month award for consistently exceeding customer service expectations and driving client satisfaction.

Senior Officer - Yes Bank - Pune, Maharashtra

(2019-09 - 2021-10)

Building good Customer relationship.
Supporting clients checking their financial portfolio and suggesting good investment plans.
Assisting clients with their financial queries, investment and loan disbursement.
Helping clients with smooth account opening and financial transactions to maintain good relationship.
Providing good customer sales service.
Analyzing financial source and suggesting good investment policies and plans.