Role 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 Excellent Place to Work and recipient of the Kin Centric 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. 1.

Position Overview Position Title Assistant Manager - Training Department PD - Sales Training Level/ Band Assistant Manager Training - 301 Role Summary: 1. Enable sales productivity in the Banca channel by designing, delivering,



and managing training for bank partner branches and frontline teams-ensuring compliance with IRDAI norms and alignment with business objectives.

- Organizational Relationships Reports To Regional Training Manager Job Dimensions Geographic Area Covered Stakeholders Internal Stakeholders External 1.

Key Responsibilities Organization processes Key contributions Training Strategy & Planning . Build and execute the regional/cluster training plan for bank branches, RMs, service staff, and partner leadership cadences. .

Conduct Training Needs

Analysis (TNA) using performance data (activation, APE, conversion, cross-sell, persistency) and business inputs. . Align the training calendar to product priorities, strategic campaigns, and compliance requirements.

Content

Development . Develop and localize banca-specific content: life insurance product suites, sales process within bank context, objection handling, customer suitability/needs analysis, and partner SOPs. . Collaborate with Product, Compliance, and Partner L&D; to ensure accuracy and audit readiness. . Leverage digital learning tools (LMS, e-modules, microlearning, quizzes) to support blended learning. Delivery & Facilitation . Conduct high-impact classroom, huddle, and virtual sessions across branches drive new-hire onboarding for specified bank staff. . Facilitate joint field coaching (where applicable), role-plays, and call-shadowing to reinforce skill adoption. .



Champion blended learning and spaced practice to sustain capability. Compliance &

Certification . Ensure programs meet IRDAI guidelines for Corporate Agent/Specified Persons (SP) training and certification maintain records and audit readiness. . Drive adherence to suitability, documentation, conduct norms, and partner SOPs.

Performance

Measurement . Track effectiveness via assessments, feedback, on-the-job checks, and business KPIs. . Maintain MIS dashboards and weekly/monthly reporting for stakeholders propose corrective actions based on data.

Stakeholder

Management . Partner with bank cluster heads, branch managers, RMs, and internal Sales leaders to identify skill gaps and prioritize interventions. . Coordinate with external vendors (if engaged) for specialized modules ensure delivery quality and compliance. 1.

Skills Required Technical . Good Knowledge of MS Office Behavioral Essential Desired Interpersonal skills . Communication skills . Creative thinking skills . Supervising / Leadership skills .

Teamwork

Skills . Influencing skills .

Relationship

Building skills . Decision making skills . 1.

Incumbent Characteristics Essential

Qualification . Graduate/Postgraduate MBA preferred.

Experience . 3-6 years in Training within Life Insurance/BFSI 1-3 years in Bancassurance preferred. . Exposure to both classroom and digital learning methodologies. Disclaimer:

Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. Verify job offers through official Tata AIA communication channels to avoid fraud. The is the sole property of Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are forbidden. To know more about Tata AIA Life, click on the weblink:

📌 Assistant Manager - Training (Jalgaon)
🏢 Tata AIA Life
📍 Jalgaon