☕HNI Tea Talks— with Abhijit Bhave —
For banks · wealth firms · AMCs · insurers · NBFCs

Bring the Tea Talks energy inside your firm.

The videos are free - and always will be. But some things need a room: your RMs, your data, your growth challenge, and half a day of honest work.

Abhijit Bhave, formal portrait
The workshop catalogue

Thirteen half-day workshops. Five pillars.

Each workshop is a standalone half-day - and each maps to a season of the HNI Tea Talks library, so your team can revisit and reinforce long after the room empties.

Pillar 1 - Foundations
For RMs new to HNI coverage, or teams moving into wealth.
HNI Client FoundationsWhat HNI & UHNI clients actually want - segmentation, expectations, the trust equation and the 7 KYs.Season 1 - The Foundation Series → Becoming the RM Your HNI Client Brags AboutThe everyday edges nobody trains you on - activity discipline, the Trail Engine, brand and etiquette.Season 1.5 - Good to Dhurandhar RM → Transactions to RelationshipsThe broker-to-wealth-manager journey - building the full wealth vocabulary on a broking foundation.Signature programme →
Pillar 2 - Product & Technical Depth
The knowledge base that earns client respect.
Investment Concepts & Products - The Full UniverseThe complete landscape - MF, PMS, AIFs, structured products, unlisted, GIFT City, SIFs and bonds.Season 3 - Investment Solutions → Insurance Solutions - Protection, Not PoliciesInsurance as a wealth conversation - term, HNI life, health, key-man, estate and succession.Season 4 - Insurance Solutions →
Pillar 3 - Sales & Client Acquisition
Turning knowledge into conversations, and conversations into clients.
Selling & Relationship Management SkillsThe full sales lifecycle - pre-sales hooks, meeting prep, the client walkthrough, post-sales and referrals.Season 5 - Selling & Client Acquisition → Acquiring High-Quality ClientsWhere HNI clients actually come from - CA & lawyer ecosystems, referral engineering, prospecting discipline.Season 5 - Selling & Client Acquisition → Navigating a Market CrisisWhen portfolios fall and phones ring - the CARE & REACH frameworks and real case studies.Season 2 - Navigating a Market Crisis →
Pillar 4 - Personal Effectiveness
The RM as a professional, not just a producer.
Soft Skills, Corporate Etiquette & Executive PresenceEtiquette, grooming, networking, LinkedIn and the presence that earns HNI respect.Season 6 - Soft Skills & Career Growth → Ensuring Successful Career GrowthBuilding a career, not just a number - learning habits, mentorship, visibility and the H2S2W view.Seasons 6 & 9 → Leveraging AI for HNI RM ProductivityAI as a junior analyst that never sleeps - prep, drafting, notes and rehearsal, with compliance guardrails.Season 1.5 - AI episode →
Pillar 5 - Leadership & Business Ownership
For those who run the teams and own the numbers.
Leadership - Building HNI RM Teams That WinThe science and art of sales management - metrics, review rhythms, coaching, hiring and retention.Season 8 - Leading HNI RM Teams → Beyond the Scorecard - Branch P&L MasteryReading the P&L like a business owner - the levers sales decisions move, numbers into narrative.Signature programme →
Other formats

Keynotes

45-60 minutes for sales conferences, leadership offsites and annual kick-offs - stories and frameworks that stay with the room.

Custom Programmes

A multi-workshop journey around a specific growth agenda - RM academies, new-channel buildouts, leadership tracks - phased over 3 to 6 months.

Start the conversation

or write directly - abhijitbhave@hniteatalks.com