A Cluster Training Manager - Banca manages learning, development, and sales productivity for insurance or financial products across a designated cluster of bank branches (Bancassurance channel) Core Role & Responsibilities Training Delivery & Onboarding: Conduct product, process, and sales skills training for current and existing bank branch staff, Relationship Managers (RMs), Life Insurance/Banca sales teams, and LBMs/LBEs/ISMs Field Coaching & On-the-Job Support: Conduct regular branch and field visits to observe sales pitches, provide live coaching, and run role-plays or practical sales exercises. Stakeholder Management: Partner closely with Bank Branch Managers, Cluster Heads, Regional Heads,
and Sales Managers to align training schedules with business targets. Productivity & Performance Tracking: Monitor key metrics including branch activation, lead generation, conversion ratios, product mix, APE (Annualized Premium Equivalent)/FYP, and team productivity Compliance & Regulatory Updates: Ensure bank and sales teams stay fully compliant with IRDAI guidelines, company policies, and mandatory certifications. Reporting & Audits: Maintain training calendars, attendance records, MIS reports, and conduct periodic self-training audits.