Position Title

Branch Trainer

Department

Sales training

Level/ Band

201/301/401

Organizational Relationships

Reports to Direct

Cluster Training Manager / National Training Manager

Matrix

Supervises

Job Dimensions

Geographic Area Covered

East Zone

Stakeholders Internal

Relationship Managers

Key Result Areas

Organization process

Key contributions

Frequency

Conduct training programs for RMs.
Conduct programs for all categories of Business Associates and advisors to give them a detailed orientation
Train them on products, compensation structures, recruitment structures, promotion criteria etc
Conduct refresher courses as & when required

License download
Pass percentage of all the candidates scheduled for IRDA at >60%

Mentoring/ Administrations
Batch management of Offline candidates
Manage the drop outs in the offline batches and ensure that there are minimum drop outs in each batch
Batch to be addressed at least 2 times during 50 hours
Conduct one-on-one counseling sessions for RMs if they ask for it




Arrange joint field calls with advisors & give them feedback on their sales technique & knowledge

Reporting and MIS
Training calendar to be made abased on the sales requirement and the same to be sent out by the 25th of the previous month
Ensure that attendance sheets & feedback forms for every session conducted are complete
Attendance sheet and feedback forms to reach Training Admin within 24 hours after the close of training
Maintain reports for programs conducted , attendance in the sessions, training days completed,

Developmental Goals

Special Initiatives

Acquire AFP qualification or and Licentiate in Life Insurance

Details of any special initiatives taken which may include work related activities and self directed learning activities which will have positive impact on the Business objectives.

Any activity which get recognized by the leadership

Disclaimer: This Job Description is indicative in nature. The duty list/

📌 Assistant Manager New Delhi
🏢 TATA AIA LIFE INSURANCE
📍 New Delhi