HNI Learning and Development Lead

Job Description: 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.