Training Manager - Axis Bank Branch Banking

Tata AIA Life Insurance; Dadri; On-site; INR 800,000 - 1,600,000; Full time

Job summary

Tata AIA Life Insurance invites applications for Training Manager (Partnership Distribution) to design and deliver training across partner branches. You will work with sales teams to develop strategy, plan calendars, and ensure compliant selling practices.

Role requires life insurance product knowledge, strong MS Office skills, and experience in sales training. Relevant CFP/MBA qualifications are preferred, with emphasis on partner relationships and program coordination.

Qualifications

• Graduation with MBA preferred.
• At least 2 papers of CFP (AFP), preferably a CFP; Insurance Qualification like LUTCF, LOMA Level 1/AIII will be an added advantage

Responsibilities

• 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 between Partner TPC team of TALIC for licensing training, renewal training, licensing exam fixing and all training administration related work
• Analytics/ MIS Reporting
• Ability to analyze competition products and provide compelling reasons on advantages of TALIC products vis-à-vis market
• Ability to understand FUND performance reports of TALIC funds and compare with other ULIP funds as per similar asset class
• Ability to understand and explain various investment asset classes and opportunities and position where life insurance stands out
• Design and circulate training MIS/ Training Calendar/ Training Coverage to stakeholders
• Analyze data cuts on RM performance pre/post training and plan coaching accordingly
• Management of TALIC PARTNER Sales Teams: monitor, develop and train allocated trainers

Skills

Sales experience

MS Office

Life Insurance expertise

Product knowledge

Analytics

Team management

Mentoring

Communication

Education

MBA preferred

CFP/AFP certificates preferred

LUTCF/LOMA Level 1/AIII advantageous

Tools

PowerPoint

Word

Job description

Position Title: Training Manager (Partnership Distribution)

Role Summary:

To manage training development objective of the allotted PARTNER branches/cluster To ensure optimal training coverage to realize desired sales product mix objective. 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: Cluster Training Manager (Partnership Distribution )

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

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 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. E Skills Required:
  • 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 Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills

Qualification

Graduation with MBA preferred. At least 2 papers of CFP (AFP), preferably a CFP; Insurance Qualification like LUTCF, LOMA Level 1/AIII will be an added advantage

Experience

At least 5 years of sales experience Life Insurance Sales Training experience essential Should have exposure to at least 2 years in financial planning and/or financial planning training Experience in handling a Foreign Bank relationship in Sales or Training area

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.