Programmes · Pillar 3 - Sales & Client Acquisition

Selling & Relationship Management Skills

The full sales lifecycle - pre-sales hooks, meeting prep, the client walkthrough, post-sales and referrals - plus where HNI clients actually come from: CA & lawyer ecosystems, referral engineering and prospecting discipline.

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Who it is for

RMs and sales teams who want a predictable pipeline of quality HNI clients.

What your team will be able to do

Run the full sales lifecycle - from pre-sales hook to post-sales service
Prepare for every meeting with a clear agenda and next step
Build referral engines through CA and lawyer ecosystems
Create prospecting discipline that keeps the pipeline full

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 5 - Selling & Client Acquisition →

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