Chief Learning Architect - HNI

HNI Training Needs Analysis

• Conduct comprehensive training needs assessments for HNI Relationship Managers and Sales Teams.
• Identify skill and capability gaps related to HNI client acquisition, retention, portfolio advisory, and relationship management.

Training Strategy & Planning

• Design and implement training strategies aligned with HNI business goals, revenue targets, and client experience standards.
• Partner closely with business leaders to ensure training interventions directly support HNI business performance.

Training Content & Module Development

• Develop advanced, HNI-focused training modules, workshops, and structured learning journeys.
• Apply adult learning methodologies, including role-plays, case studies, simulations, and real-life HNI scenarios.

HNI Product & Investment Training

• Deliver specialized training on HNI-centric investment products, including:
• Mutual Funds (MF)
• Portfolio Management Services (PMS)
• Alternative Investment Funds (AIF)
• Structured Products, Bonds, and other HNI investment solutions
• Ensure content reflects current market trends, regulatory updates, and suitability norms for HNI clients.

Consultative Sales & Relationship Management Training

• Design and deliver programs on consultative selling, need-based advisory, and long-term HNI relationship management.
• Train teams on client profiling, risk assessment, portfolio construction, and portfolio review discussions.
• Enhance negotiation, objection handling, and value-based selling skills for HNI clients.

Behavioral, Executive Presence & Cognitive Skills Training

• Develop capability programs focused on executive presence, communication finesse, emotional intelligence, and client engagement.
• Enable HNI Relationship Managers to handle complex client conversations with confidence and professionalism.

Induction & Onboarding – HNI Segment

• Manage induction and onboarding programs for new HNI Relationship Managers.
• Ensure onboarding covers HNI processes, client service standards, compliance requirements, and ethical advisory practices.

Performance Improvement & Coaching

• Identify underperforming HNI Relationship Managers and Sales Team members and create targeted coaching and development plans.
• Conduct field coaching, joint client meetings (where applicable), and post-training performance reviews.

Training Effectiveness & Business Impact

• Measure training effectiveness through productivity metrics, revenue contribution, client retention, and feedback scores.
• Prepare dashboards and MIS reports linking training outcomes to HNI business performance.

Functional / Technical Skills

• Strong expertise in HNI investment products: MF, PMS, AIF, Bonds, Structured Products, etc.
• Solid understanding of portfolio construction, asset allocation, and suitability frameworks for HNI clients.
• Proficiency in modern training methodologies, LMS platforms, and digital learning tools.

Experience & Qualifications

• 8–10 years of experience in Training & Development or HNI business, preferably within HNI / Private Client segments.
• Proven experience in training HNI Relationship Managers or HNI Sales Teams.
• Prior experience in HNI sales or relationship management is highly desirable.