Job Description
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 Tata's esteemed leadership with
AIA's 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 . –
Shape opportunities, Optimize your potential, Accomplish meaningful work, and
Reap holistic growth.
A.Position
Overview
Position Title
Training Manager
Department
Distribution Training
Level/ Band
401/Manager
Role Summary:
-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
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
C.Key
Result Areas
Interact / Train & Coach PARTNER RM’s & 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 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.
Provide operational support
·Act as a Single Point of Contact for all training related issues
·Act as a coordinator between between Partner & TPC team of 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-à-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 RM’s 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.
D.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
·Interviewing skills
·Self management
·Problem solving skills
·Peer level co-ordination and influencing skills
Behavioral
Essential
Desired
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