Workshops · Keynotes · Coaching

Practical training your people can use the next morning.

Designed and delivered personally by Abhijit Bhave - 30 years in wealth management and CEO of three private wealth businesses. Built from real cases and field experience, not slides read out.

Abhijit Bhave
What we offer

Five areas of training

For banks, wealth firms, AMCs, insurers & NBFCs

HNI RM training

The HNI Tea Talks programmes: seven half-day workshops for relationship managers and the leaders who run them.

See the seven workshops ↓
For managers & senior leaders

Leadership training

Building teams that win, coaching and review rhythms, and owning the numbers like a business owner.

Leadership programmes ↓
For every professional

Soft skills & executive presence

Communication, corporate etiquette, networking and LinkedIn - the presence that earns respect in any room.

Read more ↓
For conferences & offsites

Motivational keynotes

Real stories from branch manager to CEO, and frameworks that stay with the room long after the event.

Keynote themes ↓
For colleges & young professionals

Youth & campus talks

Careers, goal-setting, money basics and resilience - for the next generation of India’s professionals.

Campus talks ↓
HNI RM training · the HNI Tea Talks programmes

Seven half-day workshops. Three pillars.

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

Leadership training

Lead teams that win - and keep winning.

Leadership is where I spent the last decade of my career, building and running teams as CEO. These programmes are for managers and senior leaders, in wealth management and beyond.

Leadership - Building Teams That WinThe science and art of sales management - metrics, review rhythms, coaching, hiring and retention. Beyond the Scorecard - Branch P&L MasteryReading the P&L like a business owner - the levers sales decisions move, numbers into narrative.

Also available as tailored sessions for your leadership team.

Soft skills & executive presence

The professional, not just the producer.

Knowledge gets you in the room. How you carry yourself decides whether you are invited back.

Soft Skills, Corporate Etiquette & Executive PresenceEtiquette, grooming, communication, networking, LinkedIn and the presence that earns respect.
Motivational keynotes

45-60 minutes that stay with the room.

For sales conferences, leadership offsites and annual kick-offs. Every keynote is built around real stories from 30 years in the field, and tailored to your audience.

Enquire about a keynote

Popular themes
  • Living Your Dreams
  • From branch manager to CEO - what really moves a career
  • Darr ke aage jeet hai - lessons in resilience
  • Humbition - ambition with humility
  • The JOSH formula for high-performing teams
Youth & campus talks

For India’s next generation of professionals.

Talks and workshops for colleges, B-schools and early-career professionals - practical, honest and drawn from real experience.

Invite Abhijit to your campus   Get inspired

Popular themes
  • Education, Employment, Entrepreneurship - the 3E path
  • Cracking interviews with the 4E framework
  • Goal-setting that sticks - H2S2W
  • Money basics for your first salary
  • The Time Machine Test - where will you be in 10, 20, 30 years?
Formats

Pick the format that fits.

Half-day workshop

In person, 25-40 participants, tailored to your products, clients and compliance rules.

Keynote

45-60 minutes, on stage, for conferences, offsites and kick-offs.

One-on-one coaching

For senior RMs, team heads and leaders - client conversations, presence and leading teams.

Learning roadmap

A 3-6 month journey of curated programmes built around one growth agenda, with follow-up.

How we work together
  1. We talk firstA 30-minute call about your people, your clients and your goals.
  2. I design around youYour products, your segments, your compliance rules.
  3. We work in the roomReal cases and practice, not slides being read out.
  4. We check what changedA follow-up after 30-60 days, with HNI Tea Talks episodes to keep the learning alive.
Free self-assessment

RM Edge Score

Ten questions, five minutes, a score out of 100 across trust, knowledge, activity, conversations and presence. Then see what to fix first.

Take the test

For business heads

Impact calculator

Enter team size, revenue per RM and a conservative uplift to see what a capability programme could be worth. Your assumptions, your numbers.

Estimate the value

Abhijit’s articles and interviews: Media & publications →

Enquire

Start the conversation.

Tell me about your team and what you want to change. I reply within two working days.

Email: abhijitbhave@bharatwealthacademy.com
WhatsApp: +91 99209 90543