Company Description Canara HSBC Life Insurance Company Limited, incorporated in 2007, is a joint venture backed by Canara Bank, HSBC Insurance (Asia Pacific) Holdings Limited, and Punjab National Bank, along with other public and institutional investors. Headquartered in Gurugram, Haryana, the company operates more than 100 branch offices across India, combining the reach and trust of leading public and private sector banks.

It follows a bancassurance-led model, offering life insurance solutions through Canara Bank, HSBC Bank, and other partners in Tier 1, 2, and 3 cities. The product portfolio spans individual and group offerings, including term plans, retirement solutions, credit life, and employee benefit segments, available through partner banks and digital channels. Guided by its “Promises Ka Partner” philosophy, Canara HSBC Life Insurance focuses on simple insurance solutions and faster claims to support customers in meeting their long-term financial commitments.

Role Description The Cluster Training Manager is a full-time, on-site role based in Udupi, responsible for driving learning and development initiatives across an assigned cluster of branches and partner locations. This role involves planning and delivering structured training programs on life insurance products, sales processes, compliance, and customer service for frontline and managerial staff.

The person in this position will conduct needs assessments, design training calendars, facilitate classroom and on-the-job sessions,



and ensure timely onboarding and upskilling of employees and partner bank staff. Daily activities include coordinating with branch leadership and sales teams, tracking training attendance and effectiveness, maintaining training records, and providing regular performance and impact reports to regional management.

The Cluster Training

Manager will also support change management, drive adoption of new tools or processes, and help maintain a strong culture of ethical selling and customer-centricity.

Qualifications

- Demonstrated experience in training, facilitation, and coaching, preferably within life insurance, banking, or financial services.
- Solid knowledge of sales processes, customer relationship management, and basic insurance concepts and products.
- Proficiency in developing training content, using MS Office tools, and leveraging digital learning platforms.
- Excellent communication, presentation, and interpersonal skills, with the ability to engage diverse participant groups.
- Proven ability to analyze performance data, identify skill gaps, and design targeted training interventions.
- Bachelor’s degree in any discipline; a postgraduate degree or relevant professional certifications in training or insurance are an advantage.
- Strong organizational and time-management skills, with the ability to manage multiple training programs across locations.
- Willingness to travel within the cluster and work closely with branch and partner teams on-site.

📌 Cluster Training Manager (Udupi)
🏢 Canara HSBC Life Insurance
📍 Udupi