Training Manager - Distribution Training

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

Job summary

Tata AIA Life Insurance is seeking a Training Manager (Partnership Distribution) to lead training development for partner branches, plan calendars, and ensure coverage aligned with sales goals. The role emphasizes ethical selling, regulatory compliance, and collaboration with sales teams to implement targeted training programs.

The incumbent will manage field training, coordinate with cross-functional teams, and analyze training effectiveness to improve product mix and sales outcomes.

Qualifications

• Experience in Life Insurance Sales Training is essential.
• At least 5 years of sales experience.
• Exposure to financial planning/training is advantageous.
• Experience handling a Foreign Bank relationship in Sales or Training is a plus.

Responsibilities

• Visit partner branches to identify training needs and plan calendar.
• Coordinate training delivery with Sales and Partner teams.
• Develop and train TALIC Partner Sales Teams including RM coaching.
• Analyze fund performance and prepare training MIS/ calendar.
• Ensure selling ethics and regulatory compliance in trainings.

Skills

Sales experience

Life insurance product knowledge

MS Office

PowerPoint

Team management

Mentoring

Financial planning knowledge

Interpersonal skills

Communication skills

Problem solving

Leadership

Education

MBA preferred

CFP papers (AFP)

Insurance qualification LUTCF/LOMA Level 1/AIII

Graduation

Tools

MS Office

PowerPoint

Word

Job description

A Position Overview:

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.

B Organizational Relationships:

Reports To Zone Training Manager (Partnership Distribution )

C 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

D Key Result Areas:

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.

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

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

Essential

Desired

Interpersonal skills

Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills F Incumbent Characteristics Essential Desired 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 1. At least 5 years of sales experience 2. Life Insurance Sales Training experience essential 3. Should have exposure to at least 2 years in financial planning and/or financial planning training 1. Experience in handling a Foreign Bank relationship in Sales or Training area