Job Description
Job Description
A Position Overview: Position Title Training Manager (Partnership Distribution) Role Summary:
• To manage training & development objective of the IDFC First branches/cluster/Centers
• To ensure optimal training coverage to realize desired sales & product mix objective.
• To plan training calendar and ensure training coverage as per planned calendar & training needs & agreed flavor of the month.
• To ensure that right selling behavior, sales ethics and right sales practices are embedded through the training imparted in line with company standards and regulations.
• To closely work with the sales team of both Tata AIA & Partner to formulate training strategy as per need.
• To ensure delivery of skill, behavioral & sales oriented training. B Organizational Relationships: Reports To Head Training (Partnership Distribution ) C Job Dimensions: Geographic Area Covered Respective Branches/Cluster of IDFC First Stakeholders Internal TATA AIA Relationship Sales Team ; Training Planning & Co-ordination Team ; PA Quality & Content team External Branch Managers, Relationship Managers, OPS, Acquisition Team & Insurance Specialists of Partner team D Key Result Areas: Interact / Train & Coach Bank LGs & 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 & trainings planned accordingly
• Freeze, by month end, in agreement with TATA AIA 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 RM's 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 IDFC First 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 IDFC First & 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-à-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 RM's pre & post training & take corrective action, plan training and coaching basis the same. Management of teams & Training of TATA AIA & IDFC First 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. E 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 Essential Desired Interpersonal skills
• Communication skills
• Creative thinking skills
• Supervising/Leadership skills
• Teamwork Skills
• Influencing skills
• Relationship Building skills
• Decision making skills
• F Incumbent Characteristics Essential Desired Qualification 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 3. 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.
A Position Overview: Position Title Training Manager (Partnership Distribution) Role Summary:
• To manage training & development objective of the IDFC First branches/cluster/Centers
• To ensure optimal training coverage to realize desired sales & product mix objective.
• To plan training calendar and ensure training coverage as per planned calendar & training needs & agreed flavor of the month.
• To ensure that right selling behavior, sales ethics and right sales practices are embedded through the training imparted in line with company standards and regulations.
• To closely work with the sales team of both Tata AIA & Partner to formulate training strategy as per need.
• To ensure delivery of skill, behavioral & sales oriented training. B Organizational Relationships: Reports To Head Training (Partnership Distribution ) C Job Dimensions: Geographic Area Covered Respective Branches/Cluster of IDFC First Stakeholders Internal TATA AIA Relationship Sales Team ; Training Planning & Co-ordination Team ; PA Quality & Content team External Branch Managers, Relationship Managers, OPS, Acquisition Team & Insurance Specialists of Partner team D Key Result Areas: Interact / Train & Coach Bank LGs & 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 & trainings planned accordingly
• Freeze, by month end, in agreement with TATA AIA 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 RM's 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 IDFC First 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 IDFC First & 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-à-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 RM's pre & post training & take corrective action, plan training and coaching basis the same. Management of teams & Training of TATA AIA & IDFC First 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. E 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 Essential Desired Interpersonal skills
• Communication skills
• Creative thinking skills
• Supervising/Leadership skills
• Teamwork Skills
• Influencing skills
• Relationship Building skills
• Decision making skills
• F Incumbent Characteristics Essential Desired Qualification 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 3. 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.
💡 Quick Summary
Seeking a career-building opportunity? The Training Manager | IDFC First Bank position is now open for candidates interested in the Bank Jobs sector. This role in Indore offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
