Training Manager - Bancassurance

Tata AIA Life Insurance; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Tata AIA Life Insurance Co. Ltd Internal use only. Branch Training Manager will lead training programs across agency channels, ensuring high-quality trainer development, schedule management, and IRDA compliance.

Ideal candidate has 3+ years in sales/training within financial services, with strong leadership and communication abilities to guide Trainers, TOs, and Agency Managers in a fast-paced environment.

Qualifications

• Experience in training and developing trainers and TOs.
• Strong delivery of training across agency channels including BA, corporate agency, and banks.
• IRDA rules knowledge and compliance awareness.

Responsibilities

• Training as per assigned channel requirements.
• Manage local training resources and scheduling.
• Develop and supervise assigned trainers and training officers daily.
• Announce monthly training schedules by the 5th of each month.
• Maintain training records and ensure adherence to IRDA regulations.

Skills

Training Skills

Product knowledge

Team Management

Leadership skills

Communication skills

Trainer observation skills

Interpersonal skills

Education

Graduation

IRDA trainer qualifications (LOMA etc.)

Job description

Job Description

Tata AIA Life Insurance Co. Ltd Internal use only

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 Tata's esteemed leadership with AIA's 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.

A.

Position Overview

Position Title

Branch Training Manager

Department

Distribution Training_Agency

Level/ Band

301/401- Assistant Manager / Manager

Role Summary:

-

Conducts training as per the defined levels for the assigned channel., manages and develops assigned trainers and TOs and manages and executes training schedules for the location.

B.

Organizational Relationships

Reports To

State Head Training

Supervises

Direct: Assigned trainers and TO’s

Indirect: IRDA Training Institutes in the zone

Job Description

Tata AIA Life Insurance Co. Ltd Internal use only

Job Dimensions

Geographic Area Covered

As per given geography

Stakeholders Internal

City Heads Training, Trainers, Training Service Providers, Agency Managers, Regional Development Managers in their Zone

Stakeholders External

IRDA Training Institutes, Suppliers

C.

Key Result Areas

Critical Responsibilities

Training as per assigned Channel

Agency: All Levels; BA all Levels

Corporate Agency Channel: Level 2, Level 3 and Level 4

Bank Assurance: Level 1, Level 2, Level 3 and Level 4

Broking: Level 2 and Level 3

Manage the local training resources and training schedule

Manage & Develop assigned Trainers and TO’s on a day-to-day basis

Primary Responsibilities

IRDA passing percentage of advisors should be minimum 80%

To announce monthly training schedules by the 5th of every month

Submit weekly / monthly reports to Head of Distribution Training

Ensure all IRDA rules and regulations are followed as far as training is concerned (Defect free adherence to IRDA rules and regulations)

To ensure training records are maintained and updated constantly

Risk

Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes

D.

Skills Required

Technical

Training Skills

Product knowledge

Behavioral

Team Management

Leadership skills

Communication skills

Trainer observation skills

Essential Desired

Interpersonal skills

Communication skills

Job Description

Tata AIA Life Insurance Co. Ltd Internal use only

Creative thinking skills

Supervising / Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

E.

Incumbent Characteristics Essential Desired

Qualification

Graduation

AIII/ FIII most preferred for IRDA trainer’s profile.

Even Licentiate Pass of III also to be given preference.

Insurance qualification like LOMA etc. to be preferred.

Experience

Should have at least 3 years of sales experience

4 years of Training experience

Experience in Financial / Insurance sector desirable