Manager - Training

Tata AIA Life Insurance Company Ltd.; NTR; On-site; INR 4,50,000 - 6,75,000; Full time

Job summary

A leading life insurance provider is hiring a Training Manager to manage training and development at partner branches. The role involves planning training calendars, ensuring adherence to sales ethics, and collaborating with sales teams for effective training. The ideal candidate will have strong sales experience in life insurance, excellent analytical skills, and leadership capabilities. Join us to enable dreams and build a supportive work culture.

Qualifications

• Experience in managing training & development objectives.
• Ability to analyze competition products.
• Skills in portfolio diversification and financial planning.

Responsibilities

• Manage training & development objective of allotted branches.
• Ensure right selling behavior and sales ethics.
• Work closely with sales team to formulate training strategy.

Skills

Sales experience in life insurance or other field

Good Knowledge of MS Office

Life Insurance subject matter expertise

Analytical skills

Team Management skills

Mentoring skills

Performance Management skills

Problem solving skills

Job description

Company Overview

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 Kincentric 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: Training Manager

Department: Distribution Training

Level/ Band: 401/Manager

Role Summary

• To manage training & development objective of the allotted PARTNER branches/cluster. To plan training calendar and ensure training coverage as per planned calendar & training needs & agreed flavor of the month.
• To ensure that right selling behavior, sales ethics and right sales practices are embedded through the training imparted in line with company standards and regulations.
• To closely work with the sales team of both Tata AIA & Partner to formulate training strategy as per need.
• To ensure delivery of skill, behavioral & sales‑oriented training.

Organizational Relationships

Reports To: CTM / RTM

Job Dimensions

Geographic Area Covered: Respective Branches/Cluster of PARTNER

Stakeholders Internal: TALIC PARTNER Relationship Sales Team; Training Planning & Co‑ordination Team; PA Quality & Content team

Stakeholders External: Branch Managers, Relationship Managers, OPS, Acquisition Team & Insurance Specialists of Partner team

Key Result Areas

• Interact / Train & Coach PARTNER RM s & Insurance Specialists to help them achieve sales targets & desired product mix.
• Visit Partner branches on a regular basis to ensure that training needs are identified & trainings planned accordingly.
• Freeze, by month end, in agreement with TALIC Partner Sales team & Partner Insurance Specialists, training calendar for the following months.
• Visit branches & Conduct Trainings as per calendar/need/flavor of the month.
• Train/Coach RM s on identifying & understanding life insurance needs of clients & pitch appropriate TALIC solutions and support them in joint calls where required.
• Build good relationships & interact informally with PARTNER to ensure smooth flow of business & training transactions.
• Do JFW with partner RM to drive activation & product mix.

• Provide operational support: Act as a Single Point of Contact for all training related issues.
• Act as a coordinator between Partner & TPC team of TALIC for licensing training, renewal training, licensing exam fixing and all training administration related work.

• Analytics / Comparisons / MIS & Reporting: Ability to analyze competition products and provide compelling reasons basis these analysis on advantages & strengths of TALIC products vis‑‑vis market.
• Ability to understand FUND performance reports of TALIC funds and compare with other ULIP funds as per similar asset class and provide compelling reasons on strengths of TALIC funds in various asset classes basis chosen benchmark with that of other funds of similar class.
• Ability to understand and explain various investment assets class and opportunities and position where life insurance as an investment asset class stands out & fits in.
• Design and circulate training related MIS/ Training Calendar/ Training Coverage etc. to various stakeholder as required.
• Analyze data cuts on Performance of RM s pre & post training & take corrective action, plan training and coaching basis the same.

• Management of teams & Training of TALIC PARTNER Sales Teams: Monitor & Develop the performance of all allocated trainers.
• Impart training induction and follow‑up trainings to Sales Managers of TALIC managing Partner relationship as per Training Road Map.

Skills Required

Technical

• Sales experience in life insurance or other field.
• Good Knowledge of MS Office; Power‑point & Word.
• Life Insurance subject matter expertise.
• Life Insurance Product knowledge.
• Analytical skills to compare life insurance products.
• Good understanding of financial products, equity market, portfolio diversification, financial planning knowledge & skills.
• Team Management skills.
• Mentoring skills.
• Business perspective & planning.
• Performance Management skills.
• Finance / Insurance industry awareness.
• Interviewing skills.
• Self management.
• Problem solving skills.
• Peer level co‑ordination and influencing skills.

Behavioral