कर दिखाओ कुछ ऐसा - के client कहे, “RM हो तो मेरे RM जैसा!”
Practical, field-tested programmes for relationship managers and the leaders who run them - at banks, wealth firms, AMCs, insurers and NBFCs. Taught by a former CEO with 30+ years in wealth management.
Not theory. No generic gyaan on soft skills. No classroom teaching of outdated processes that no longer work.
BUT
Hence achieving a “WIN-WIN-WIN” for clients, people & organisation.
All of this, which can be implemented from the next day itself.
In three decades I have seen HNIs move serious money to an RM they trust, and quietly walk away from one who simply knew more products. Trust is built in small moments: the call you make before the client calls you when markets fall, the meeting you actually prepare for, the product you choose not to push.
That is what my programmes work on. The Sales Activity Pyramid and the Trail Engine give RMs a steady pipeline. The CARE and REACH frameworks prepare them for the days when portfolios are red and every phone is ringing.
Every session is designed and delivered personally by Abhijit - never handed over to a junior trainer.
We map your challenge and recommend a path. Free.
Book a callTen standalone workshops across five pillars, tailored to your clients.
See the catalogueStories and frameworks that stay with the room long after the event.
EnquireFocused coaching on client conversations, presence and leading teams.
EnquireA multi-workshop journey built around one growth agenda, with follow-up.
EnquireEach workshop is linked to a season of HNI Tea Talks, so your team can keep learning after the session. See the full catalogue →
Our method: 30 years of field experience, combined with behavioural finance and proven sales-management science.
Ten questions, five minutes, a score out of 100 across trust, knowledge, activity, conversations and presence. Then see what to fix first.
Take the testEnter team size, revenue per RM and a conservative uplift to see what a capability programme could be worth in crore. Your assumptions, your numbers.
Estimate the valueThe only HNI RM coach who has run three private wealth businesses as CEO.
Relationship managers, senior RMs and the team heads who lead them, in banks, wealth and broking firms, AMCs, insurers and NBFCs serving HNI and UHNI clients.
Workshops are half-day (or full-day on request). We recommend 25-40 participants per batch so sessions stay interactive. Learning roadmaps with curated programs run over 3-6 months.
Yes. Every programme is designed around your product shelf, client segments and compliance guardrails. Nothing here is investment advice.
We agree outcomes up front and run a 30-60 day follow-up with participants and managers, covering behaviours changed and pipeline activity.
In-person across India or virtual. Sessions run in English, Hindi or Hinglish - whatever your RMs speak with clients.
Yes. HNI Tea Talks is free on YouTube, with a new episode every Monday. Programmes build on it.
Tell us about your RM team and the growth challenge. We will reply within two working days with a short plan and next steps - no obligation.
Great RMs eventually have to lead RMs. This episode breaks down the science and art of leading an HNI relationship team - setting direction, coaching, and building the habits that keep clients and people for the long run.