Manager-Training-New business/Banca

Function Summary

DCC (Distribution Capability Development) Department is dedicated to equipping all sales employees with the essential knowledge and product skills across the companys diverse financial product offerings.

The department’s primary objective is to empower the sales channels, ensuring that they possess the expertise needed to position the organization as the leading insurance firm in India. By focusing on continuous development, this department drives internal mobility for training employees across various verticals, fostering their personal growth while simultaneously enhancing the growth and success of the firm’s sales teams. This dynamic approach supports a thriving ecosystem where both employees and the organization are set on a path of mutual progress and achievement.

Job Summary

The Training Manager is responsible for conducting training programs for Bank and NBFC partners to enhance their knowledge of insurance products, sales techniques, regulatory guidelines, and customer handling. The trainer will play a crucial role in ensuring that partner sales teams are equipped with the necessary skills and knowledge to drive insurance penetration and achieve business objectives.

Key Responsibilities

• Conduct product and sales training sessions for bank/NBFC employees and relationship managers.
• Deliver engaging classroom, virtual, and on-the-job training sessions.
• Develop customized story lines based on partner requirements.
• Train sales teams on objection handling, need-based selling, and regulatory compliance.
• Work closely with partner banks/NBFCs to identify training needs.
• Support the onboarding of new sales teams and ensure seamless integration into the insurance sales process.
• Monitor training effectiveness through assessments, feedback, and business performance analysis.
• Share training reports, participation records, and feedback with internal teams.
• Educate partner sales teams on documentation, policy issuance, and claim settlement processes.

Key Skills Required

• Strategic thinking
• Process understanding
• Strong communication, presentation, and public speaking skills.
• Building collaboration – ability to influence team
• Proficiency in using digital training tools, MS Office, and e-learning platforms.

Key Relationships Management (Internal /External)

• External: Bank & NBFC (NSM/ ZSM/ RSM/ ASM/ SM/ RA/ RO)
• Internal: Management, Channel Head, National Head Cross-functional teams

Desired qualification and experience

• Graduate/Post Graduate in Management
• Must have a minimum of 3+ years’ experience.
• Experience in managing customer relationship
• Knowledge of Insurance sales and related processes