Associate Manager - Training PD

Department: Bancassurance / Sales Training

Location: [Thane or Vashi]

Reporting To: Head of Training / National Banca Training Head

Employment Type: Full-Time

• Training Delivery & Execution:

  • Conduct induction, product training, and continuous upskilling programs for partner bank employees and channel sales teams.

  • Deliver engaging classroom and virtual training sessions on insurance/financial products, sales pitches, objection handling, and regulatory compliance.

• Content & Curriculum Development:

  • Collaborate with product and sales teams to design training modules tailored to the Banca ecosystem.

  • Keep training collateral, toolkits, and e-learning modules updated as per changing market trends and regulatory guidelines (e.g., IRDAI/RBI guidelines where applicable).

• Stakeholder Management:

  • Build and maintain strong relationships with partner bank branch managers, regional heads, and key stakeholders to secure training slots and drive attendance.

  • Align training calendars with business sales drives, new product launches, and seasonal campaigns.

• Performance & Impact Tracking:

  • Monitor the effectiveness of training programs through post-training assessments, feedback, and on-job performance metrics.

  • Track key metrics such as staff certification rates, conversion ratios, and productivity (maydays/activation) of bank personnel.

• Compliance & Audit:

  • Ensure 100% adherence to mandatory regulatory and compliance training requirements for all selling personnel in the bank channel.

  • Maintain up-to-date training attendance records, reports, and dashboards.

• Education: Bachelor’s degree in any discipline; MBA in HR, Marketing, or a related field is preferred.

• Experience:

  • Minimum [Insert Number, e.g., 4 to 7] years of experience in training and development, with at least [Insert Number, e.g., 2 to 3] years specifically handling the Bancassurance (Life/General Insurance or Mutual Funds) channel.