Top Skills:
LicensingAnalyticsPerformance ManagementTeam ManagementMisSalesRelationship BuildingRelationshipFinancial PlanningOperational SupportAdministrationAnalytical SkillAsset ClassAutomationFinancial PlanningInsurance ProductInsurance SaleMisMs OfficeReportingSaleSale TargetSingle Point Of Contact
Position Overview
Position Title Training Manager
Department Distribution Training
Role Summary : To manage training development objective of the allotted PARTNER branches/cluster. 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.
Reports To CTM / RTM
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 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 between Partner TALIC for licensing training, renewal training, licensing exam fixing and all training administration related work
Analytics/ Comparisons/MIS Reporting Ability to analyze competition products and provide compelling reasons basis these analysis on advantages strengths of TALIC products vis- -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.
Management of teams Training of TALIC PARTNER Sales Teams
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.
Skills Required
Technical
- Sales experience in life insurance or other field
- Good Knowledge of MS Office
- PowerPoint
- Word
- Life Insurance subject matter expertise
- Life Insurance Product knowledge
- Analytical skills to compare life insurance products
- Financial planning knowledge skills
- Team Management skills
Behavioral
- Interpersonal skills
- Communication skills
- Creative thinking skills
- Supervising / Leadership skills
- Teamwork Skills
- Influencing skills
- Relationship Building skills
- Decision making skills
Incumbent Characteristics
Essential
Qualification
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
Experience
1. At least 5 years of sales experience
2. Life Insurance Sales Training experience essential
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
Job for Automation
Manager - Training
Tata AIA Life Insurance
naukri
Noida
7-10 years Not Disclosed
Internship
30 April 2026
Top Skills:
LicensingAnalyticsPerformance ManagementTeam ManagementMisSalesRelationship BuildingRelationshipFinancial PlanningOperational SupportAdministrationAnalytical SkillAsset ClassAutomationFinancial PlanningInsurance ProductInsurance SaleMisMs OfficeReportingSaleSale TargetSingle Point Of Contact
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Job Description
Download Resume Position Overview
Position Title Training Manager
Department Distribution Training
Role Summary : To manage training development objective of the allotted PARTNER branches/cluster. 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.
Reports To CTM / RTM
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 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 between Partner TALIC for licensing training, renewal training, licensing exam fixing and all training administration related work
Analytics/ Comparisons/MIS Reporting Ability to analyze competition products and provide compelling reasons basis these analysis on advantages strengths of TALIC products vis- -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.
Management of teams Training of TALIC PARTNER Sales Teams
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.
Skills Required
Technical
- Sales experience in life insurance or other field
- Good Knowledge of MS Office
- PowerPoint
- Word
- Life Insurance subject matter expertise
- Life Insurance Product knowledge
- Analytical skills to compare life insurance products
- Financial planning knowledge skills
- Team Management skills
Behavioral
- Interpersonal skills
- Communication skills
- Creative thinking skills
- Supervising / Leadership skills
- Teamwork Skills
- Influencing skills
- Relationship Building skills
- Decision making skills
Incumbent Characteristics
Essential
Qualification
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
Experience
1. At least 5 years of sales experience
2. Life Insurance Sales Training experience essential
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
Job for Automation