Assistant Manager - Training

Tata AIA Life Insurance; Jalgaon; On-site; INR 800,000 - 1,400,000; Full time

Job summary

Tata AIA Life Insurance is seeking an Assistant Manager Training to design, deliver, and manage regionally aligned training for bank branches and frontline teams. The role ensures IRDAI compliance and aligns with business objectives across the Banca channel.

The incumbent will lead blended learning initiatives, develop content with Product and Compliance teams, and drive onboarding for bank staff. MBA-preference and BFSI training experience are valued.

Qualifications

• Graduate/Postgraduate; MBA preferred.
• Experience: 3–6 years in Training within Life Insurance/BFSI; 1–3 years in Bancassurance preferred. Exposure to both classroom and digital learning methodologies.

Responsibilities

• Build and execute the regional/cluster training plan for bank branches, RMs, service staff, and partner leadership cadences. Conduct Training Needs Analysis (TNA) using performance data and business inputs.
• Align the training calendar to product priorities, strategic campaigns, and compliance requirements.
• Develop and localize banca-specific content: life insurance product suites, sales process within bank context, objection handling, customer needs analysis, and partner SOPs.
• Collaborate with Product, Compliance, and Partner L&D to ensure accuracy and audit readiness.

Skills

Interpersonal skills

Communication skills

Creative thinking

Supervising / Leadership

Teamwork

Influencing

Relationship building

Decision making

Education

Graduate

Postgraduate

MBA preferred

Tools

MS Office

Job description

Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tatas esteemed leadership with AIAs extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a Great Place to Work and recipient of the Kin Centric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion. Fuel your future with us, find your wings, and S. O. A. R. Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

Position Overview

Position Title

Assistant Manager Training

Department

PD Sales Training

Level/ Band

Assistant Manager Training - 301

Role Summary

• Enable sales productivity in the Banca channel by designing, delivering, and managing training for bank partner branches and frontline teams ensuring compliance with IRDAI norms and alignment with business objectives.

Organizational Relationships

Reports To

Regional Training Manager

Job Dimensions

Geographic Area Covered

Stakeholders Internal

Stakeholders External

Key Responsibilities

Organization processes

Key contributions

Training Strategy & Planning

Build and execute the regional/cluster training plan for bank branches, RMs, service staff, and partner leadership cadences. Conduct Training Needs Analysis (TNA) using performance data (activation, APE, conversion, cross-sell, persistency) and business inputs. Align the training calendar to product priorities, strategic campaigns, and compliance requirements.

Content Development

Develop and localize banca-specific content: life insurance product suites, sales process within bank context, objection handling, customer suitability/needs analysis, and partner SOPs. Collaborate with Product, Compliance, and Partner L&D to ensure accuracy and audit readiness. Leverage digital learning tools (LMS, e-modules, microlearning, quizzes) to support blended learning.

Delivery & Facilitation

Conduct high-impact classroom, huddle, and virtual sessions across branches; drive new-hire onboarding for specified bank staff. Facilitate joint field coaching (where applicable), role-plays, and call-shadowing to reinforce skill adoption. Champion blended learning and spaced practice to sustain capability.

Compliance & Certification

Ensure programs meet IRDAI guidelines for Corporate Agent/Specified Persons (SP) training and certification; maintain records and audit readiness. Drive adherence to suitability, documentation, conduct norms, and partner SOPs.

Performance Measurement

Track effectiveness via assessments, feedback, on-the-job checks, and business KPIs. Maintain MIS dashboards and weekly/monthly reporting for stakeholders; propose corrective actions based on data.

Stakeholder Management

Partner with bank cluster heads, branch managers, RMs, and internal Sales leaders to identify skill gaps and prioritize interventions. Coordinate with external vendors (if engaged) for specialized modules; ensure delivery quality and compliance.

Skills Required

Technical

Good Knowledge of MS Office

Behavioral

Essential

Desired

• Interpersonal skills
• Communication skills
• Creative thinking skills
• Supervising / Leadership skills
• Teamwork Skills
• Influencing skills
• Relationship Building skills
• Decision making skills

Incumbent Characteristics

Essential

Qualification: Graduate/Postgraduate; MBA preferred.

Experience: 3 6 years in Training within Life Insurance/BFSI; 1 3 years in Bancassurance preferred. Exposure to both classroom and digital learning methodologies.

Disclaimer

This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying