Cluster Training Manager

Position Title

Cluster Training Manager - Training

Department

Unified Banca

Level/ Band

401/Manager

Reports To

Regional Training Manager

Geographic Area Covered

Respective Branches/Cluster of PARTNER

Stakeholders Internal

TALIC PARTNER Relationship Sales Team Training Planning & Co-ordination Team PA Quality & Content team

Stakeholders External

Branch Managers, Relationship Managers, OPS, Acquisition Team & Insurance Specialists of Partner team

• Training Strategy & Planning

• Develop and implement training plans for sales teams, branch staff, and distribution partners.
• Align training programs with organizational goals, regulatory requirements, and product strategy.
• Conduct Training Needs Analysis (TNA) using performance data and business inputs

• Content Development

• Create engaging training content for life insurance products, sales processes, compliance, and soft skills.
• Collaborate with product and compliance teams to ensure accuracy and regulatory adherence.
• Incorporate digital learning tools (LMS, e-learning modules, microlearning).

• Delivery & Facilitation

• Conduct classroom and virtual training sessions for employees and intermediaries.
• Ensure effective onboarding programs for new hires and agents.
• Use blended learning approaches for maximum impact.

• Compliance & Certification

• Ensure all training programs meet IRDAI guidelines for agent licensing and certification.
• Maintain accurate training records and audit readiness.

• Performance Measurement

• Track training effectiveness through assessments, feedback, and business KPIs.
• Prepare MIS reports and dashboards for senior management.

• Stakeholder Management

• Liaise with business heads, HR, and distribution teams to identify skill gaps.
• Manage external training vendors and consultants.

Technical

• Working knowledge of MS Office

Behavioral

Essential

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising/Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

Essential

Desired

Qualification

• Graduate/Postgraduate in any discipline (MBA preferred).

Experience

• 3-5 years of experience in training within the life insurance or BFSI sector.
• Exposure to both classroom and digital learning methodologies. 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