A practical MBA in Wealth Management in just over 2 minutes every week.

You are not just a Relationship Manager. You are a Sampatti Creator · a Samridhi Advisor · a Suraksha Gatekeeper.

Real conversations about winning HNI clients - straight from 30 years in the field. In Hinglish. Over a cup of chai.

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Every Monday
New Episode 16 seasons mapped
100 episodes Abhijit Bhave
3 decades · CEO roles · 40,000+ community

Abhijit Bhave relaxed on a sofa, mid-conversation

Latest episode · Season 1.5 · Episode 5

How to Achieve Sales Targets as a Relationship Manager

Season 1.5 continues with the number every RM carries into each month - the sales target. Part 1 lays out how to hit it on purpose rather than by luck, built on a client-first approach drawn from 30 years in the field.

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A practical MBA in Wealth Management in just over 2 minutes every week.

Begin with Season 1 - the library grows every Monday.

Watch nowSeason 1

The Foundation Series

What do HNIs want from their RMs - and how to deliver it? 6 episodes.

"कर दिखाओ कुछ ऐसा - के क्लाइंट कहे - RM हो तो मेरे RM जैसा!"

Start Season 1

Watch nowSeason 1.5

From Good RM to Dhurandhar RM

Nine everyday edges nobody fully trains you on. 9 episodes.

"Good is the enemy of great. Good HNI RM toh aap ho hi - ab Dhurandhar RM bano."

Start Season 1.5

Watch nowSeason 2

Navigating a Market Crisis

CARE & REACH frameworks, plus real case studies for when phones ring. 7 episodes.

"When markets get tough - the tough RMs get going."

Start Season 2

Why Tea Talks

Coaching from the field - not training from a classroom.

Real experience

Every insight comes from 30 years of actual HNI client work - not theory.

HNI-focused

Not generic finance content. Specifically about high-net-worth clients.

Practical

Something you can use in your very next meeting.

In Hinglish

For RMs in Nagpur, Ludhiana, Coimbatore and Guwahati - not just the metros.

Reads

Books that shaped my thinking

Not just books I recommend - books I have actually read, underlined and gifted. Forty-eight of them, each with a personal note on why it changed how I think about money, leadership and life.