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 growth opportunities opportunities and a supportive work environment. 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 . – Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.

- Position Overview

Position Title

Cluster Training Manager – Training

Department

Unified Banca

Level/ Band

401/Manager

Role Summary:





To design, deliver, and manage training programs that enhance the knowledge, skills, and performance of employees and distribution partners, ensuring compliance with IRDAI regulations and alignment with business objectives.

- Organizational Relationships

Reports To

Regional Training Manager

Job Dimensions

Geographic Area Covered

Respective Branches/Cluster of PARTNER

Stakeholders Internal

TALIC PARTNER Relationship Sales Team; Training Planning & Co-ordination Team; PA Quality & Content team

Stakeholders External

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

- Key Result Areas
- Training Strategy & Planning
- Develop and implement training plans for sales teams, branch staff, and distribution partners.
- Align training programs with organizational goals, regulatory requirements, and product strategy.
- Conduct Training Needs Analysis (TNA) using performance data and business inputs
- Content Development
- Create engaging training content for life insurance products, sales processes, compliance, and soft skills.
- Collaborate with product and compliance teams to ensure accuracy and regulatory adherence.
- Incorporate digital learning tools (LMS,



e-learning modules, microlearning).
- Delivery & Facilitation
- Conduct classroom and virtual training sessions for employees and intermediaries.
- Ensure effective onboarding programs for new hires and agents.
- Use blended learning approaches for maximum impact.
- Compliance & Certification
- Ensure all training programs meet IRDAI guidelines for agent licensing and certification.
- Maintain accurate training records and audit readiness.
- Performance Measurement
- Track training effectiveness through assessments, feedback, and business KPIs.
- Prepare MIS reports and dashboards for senior management.
- Stakeholder Management
- Liaise with business heads, HR, and distribution teams to identify skill gaps.
- Manage external training vendors and consultants.
- Skills Required

Technical

- Working 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

- Incumbent Characteristics

Essential

Desired

Qualification

- Graduate/Postgraduate in any discipline (MBA preferred).

Experience

- 3-5 years of experience in training within the life insurance or BFSI sector.
- Exposure to both classroom and digital learning methodologies. Should have exposure to at least 2 years in financial planning and/or financial planning training

Experience in handling a Foreign Bank relationship in Sales or Training area

📌 Cluster Training Manager (India)
🏢 TATA AIA LIFE INSURANCE
📍 India