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 workplace. Recognized as a "Great Place to Work" and recipient of the Kincentric 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 TitleTraining Manager (Partnership Distribution)DepartmentUnified BancaLevel/ Band401/Manager

Role Summary

- Responsible Drives sales in the mapped geography through liaison with Tata Group Companies, TAIA HO, interacts with stakeholders to motivate them to sell company products, manages customer queries & complaints & ensures they are resolved

1. Organizational Relationships

Reports ToCTM / RTM

Job Dimensions

Geographic Area CoveredRespective Branches/Cluster of PARTNER Stakeholders InternalTALIC PARTNER Relationship Sales Team; Training Planning & Co-ordination Team ; PA Quality & Content teamStakeholders ExternalBranch Managers,



Relationship Managers, OPS, Acquisition Team & Insurance Specialists of Partner team

1. Key Result Areas

Interact / Train & Coach PARTNER RMs & Insurance Specialists to help them achieve sales targets & desired product mix.

- Visit Partner branches on a regular basis to ensure that training needs are identified & training planned accordingly
- Freeze, by month end, in agreement with TALIC Partner Sales team & Partner Insurance Specialists, training calendar for the following months
- Visit branches & Conduct Trainings as per calendar/need/flavor of the month
- Train/Coach RMs on identifying & understanding life insurance needs of clients & pitch appropriate TALIC solutions and support them in joint calls where required.
- Build good relationships & interact informally with PARTNER to ensure smooth flow of business & training transactions.

Do JFW with partner RM to drive activation & product mix.Provide operational support

- Act as a Single Point of Contact for all training related issues
- Act as a coordinator between between Partner & TPC team of TALIC for licensing training, renewal training, licensing exam fixing and all training administration related work

Analytics/ Comparisons/MIS & Reporting

- Ability to analyze competition products and provide compelling reasons basis these analysis on advantages & strengths of TALIC products vis- -vis market
- Ability to understand FUND performance reports of TALIC funds and compare with other ULIP funds as per similar asset class and provide compelling reasons on strengths of TALIC funds in various asset classes basis chosen benchmark with that of other funds of similar class.




- Ability to understand and explain various investment assets class and opportunities and position where life insurance as an investment asset class stands out & fits in.
- Design and circulate training related MIS/ Training Calendar/ Training Coverage etc. to various stakeholder as required

Analyze data cuts on Performance of RMs pre & post training & take corrective action, plan training and coaching basis the same. Management of teams & Training of TALIC PARTNER Sales Teams

- Monitor & Develop the performance of all allocated trainers
- Impart training induction and follow-up trainings to Sales Managers of TALIC managing Partner relationship as per Training Road Map.

1. Skills Required

Technical

- Sales experience in life insurance or other field
- Good Knowledge of MS Office; Power-point & Word
- Life Insurance subject matter expertise
- Life Insurance Product knowledge
- Analytical skills to compare life insurance products
- Good understanding of financial products, equity market, portfolio diversification, financial planning knowledge & skills
- Team Management skills
- Mentoring skills
- Business perspective & planning
- Performance Management skills
- Finance / Insurance industry awareness
- Interviewing skills
- Self management
- Problem solving skills
- Peer level co-ordination and influencing skills

Behavioral EssentialDesiredInterpersonal skills

Communication skills

Creative thinking skills

Supervising / Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

1. Incumbent Characteristics

EssentialDesiredQualification Graduation with MBA preferred At least 2 papers of CFP (AFP), preferably a CFP; Insurance Qualification like LUTCF, LOMA Level 1/AIII will be an added advantage

Experience

1. At least 5 years of sales experience
2. Life Insurance Sales Training experience essential

Should have exposure to at least 2 years in financial planning and/or financial planning training
1. Experience in handling a Foreign Bank relationship in Sales or Training area

Interested candidate please connect Whatsapp/Call- (phone hidden)

[email protected]

📌 Training Manager (Partnership Distribution) (Bengaluru)
🏢 TATA AIA LIFE INSURANCE
📍 Bengaluru