Manager - Training

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

Cluster 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 :

Interact / Train & Coach PARTNER RM’s & Insurance Specialists to help them achieve sales targets & desired product mix.

Provide operational support

Analytics / Comparisons / MIS & Reporting

Management of teams & Training of TALIC PARTNER Sales Teams

E Skills Required : Technical

§ 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