
A Practical MBA for HNI RMs
The series opener - in just 2 minutes a week, over chai.
Filter by season, or follow the journey in order. Chai ready? Chalo.
What do HNIs want from their RMs - and how to deliver it?

The series opener - in just 2 minutes a week, over chai.

I asked an HNI client one question - his answer changed everything.

Your client is learning every day - are you learning faster?

Is your RM recommending this for you - or for the commission?

Build trust and win clients - master the mindset behind the 7 KYs.

6 must-dos before every HNI meeting - walk in prepared, walk out remembered.
Seasons 1, 1.5 and 2 are now live - the map runs all the way to Video 100.
What do HNIs want from their RMs - and how to deliver it? 6 episodes.
Nine everyday edges nobody fully trains you on. 9 episodes.
CARE & REACH frameworks, plus real case studies for when phones ring. 7 episodes.
The story behind HNI Tea Talks. 1 episode.
The full investment universe - MF, PMS, AIFs, structured products and more. 10 episodes.
Insurance as a wealth conversation, not a product push. 6 episodes.
The full sales lifecycle and where HNI clients really come from. 6 episodes.
Etiquette, presence and the habits that build a career. 8 episodes.
Well-read RMs have a competitive advantage - recommended book reviews. 4 episodes.
Building and leading HNI RM teams that win. 6 episodes.
H2S2W - the life all of it is for. 5 episodes.
Interviews with real-life HNI RMs from across Bharat. 10 episodes.
Real-life client advice on how to become a better HNI RM. 10 episodes.
For relationship managers in asset management companies. 3 episodes.
For relationship managers in banks. 3 episodes.
For relationship managers in stock broking firms. 3 episodes.
For relationship managers in insurance. 3 episodes.