Yaman Jamne

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.

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.

MBA - Finance - Trinity College, Savitribai Phule Pune University (2020-05)

Bcom - Finance - Sinhgad College Of Commerce, Savitribai Phule Pune University (2017-06)

HSC - Central Acadamy, CBSE (2013-02)

SSC - Central Acadamy, CBSE (2010-05)