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 Asst Manager/Manager PD Training - CBOI Department Distribution Training PD Level/ Band Asst Manager/Manager - 301/401 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.

1. Organizational Relationships

Reports To

Regional Training Manager

Supervises

NA

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 Stakeholders External Branch Managers, Relationship Managers, OPS, Acquisition Team & Insurance Specialists of Partner team 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. 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 this analysis on advantages & strengths of TALIC products vis- -vis Skills Required

Technical

Working knowledge of MS Office, Sales experience in life insurance or other field

Good Knowledge of MS Office; Power-point & Word

Life Insurance subject matter expertise

Mentoring 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 Graduate 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 Experience in handling a PSU Bank relationship in Sales or Training area Disclaimer :
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