Programmes · Pillar 1 - Foundations

Becoming the RM Your HNI Client Brags About

The everyday edges nobody trains you on - activity discipline, the Trail Engine, brand and etiquette.

Who it is for

Good RMs with 1-5 years of HNI coverage who are ready to become indispensable.

What your team will be able to do
  • Build weekly activity discipline with the Sales Activity Pyramid
  • Use the Trail Engine to grow trail income steadily
  • Strengthen your professional brand and client etiquette
  • Turn good habits into referrals your clients make on their own

Format

  • Half-day workshop, in-person
  • Recommended batch: 25-40 participants
  • Tailored to your products, client segments and compliance guardrails
  • Every session is designed and delivered personally by Abhijit Bhave
  • Video reinforcement: Season 1.5 - Good to Dhurandhar RM →

Enquire about this programme

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