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Manager - Training
ConfidentialChandigarh21 days ago
Job descriptionTo 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 Cluster Training Manager (Partnership Distribution) Respective Branches / Cluster of PARTNER TALIC PARTNER Relationship Sales Team Training Planning & Co-ordination Team PA Quality & Content team Branch Managers Relationship Managers OPS Acquisition Team & Insurance Specialists of Partner team Interact / Train & Coach PARTNER RMs & 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 RMs 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 Ability to analyze competition products and provide compelling reasons basis these analysis on advantages & strengths 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 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 RMs pre & post training & take corrective action, plan training and coaching basis the same 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 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 Interpersonal skills Communication skills Creative thinking skills Supervising / Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Graduation 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 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 Leadership Trainer
Position Title
- Training Manager (Partnership Distribution)
Role Summary :
B Organizational Relationships :
Reports To
C Job Dimensions :
Geographic Area Covered
Stakeholders Internal
External
D Key Result Areas :
Analytics / Comparisons / MIS & Reporting
Management of teams & Training of TALIC PARTNER Sales Teams
E Skills Required : Technical
Behavioral
Essential
F Incumbent Characteristics
Essential
Desired
Experience
Desired Experience
Role :
Skills Required
Team Management, Training, Analytical Skills, Life Insurance, Financial Planning, Ms Office, Sales Training
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Manager Training • Chandigarh
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