Manager - Training

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 Tatas esteemed leadership with AIAs 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. Position Overview Position Title Area Training Manager DSF Department Distribution Training DSF Level/ Band 401/Manager Role Summary : Responsible Drives sales in the mapped geography through liaison with Tata Group Companies, TAIA HO, Interacts with stakeholders to motivate them to sell company products, Manages customer queries complaints ensures they are resolved

1. Organizational Relationships

Reports To

Zonal Training Head DSF

Job Dimensions

Geographic Area Covered

Respective Branches

Stakeholders Internal

Sales Team

1. Key Result Areas

Interact / Train Coach RM s to help them achieve sales targets desired product mix. Visit allocated branches on a regular basis to ensure that training needs are identified training courses planned accordingly Freeze, by month end, 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 Do JFW with RM to drive activation product mix. Provide operational support Act as a Single Point of Contact for all training related issues Analytics/ Comparisons/MIS Reporting Ability to analyze competition products and provide compelling reasons basis this analysis on advantages strengths of TALIC products vis- -vis market Ability to understand FUND performance reports of TALIC funds and compare them 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 to MIS/ Training Calendar/ Training Coverage etc. to various stakeholders 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 Sales Teams Monitor/Develop training plan Impart training - induction and follow-up trainings as per Training Road Map.

1. Competency

Competency For
Area Training Manager

Proficiency Scale

Proficiency Scale Description

Domain Knowledge and

Market Awareness

Thorough understanding of the industry, domain, knowledge and skills sets required to excel within the function and to deliver responsibilities

assigned to individual roles effectively.

4

Is on top of the latest trends, technology and tools available in instructional design

space and helps the team to embrace them

effectively.

Uses business/market awareness and innovation to create content which is original

and impactful. Has the ability to anticipate challenges faced by learners and suggest changes in learning plan and design that can be incorporated by team members. Has the ability to mix and match appropriate ID principles to resolve design problems and leads the way for the team in innovation and creativity. Is a domain expert in life insurance or financial domain. Building and Managing Relationships - Collaborating with key stakeholders and team members to build positive working relationships based on confidence, trust and sensitivity to facilitate the accomplishment of common work/ business goals. 4 Proactively seeks out to identify and establish relationships which might be crucial for achieving long term success. Build strong alliances with intra department colleagues / stakeholders that would support his/her team achieve business results. Takes efforts to ensure that key contacts and networks also find it beneficial to maintain relationships. Encourages own team members to build nurturing relationships People Management Take genuine efforts to help individuals or teams to maximize their potential by providing guidance and motivating them through personal connect. 4 Creates a collaborative environment and continuously motivates the team to work together. Empathize and maintain an on-going two-way communication with team members. It makes team members understand criticality of their contribution to the team s success and facilitates understanding of interdependencies among roles. Advice and coach others by sharing experiences and discussing how to handle current or anticipated concerns. Drive for Results Exhibits passion, drive and perseverance to plan tasks and deliver results with consistency, as per the required business goals by overcoming challenges and holding self and others accountable 4 Sets stretched goals for self and others. Continuously motivates team members to demonstrate passion and drive to achieve the results and take accountability for the same. Facilitates goal accomplishment by planning and monitoring work, anticipating possible obstacles and making process enhancements to achieve team goals. 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

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 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 service-to-sales training

1. Experience in handling in Sales or Training area

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