Job Seekers Log In Or Register Here

Job Title- Training Manager
Functional- Sales / Business Development / Client Servicing
Industry- Insurance
Experience Range- 6 - 8 Years
About Us
CIEL is a new-age HR Firm, offers Talent Acquisition solutions to its clients leveraging on technology and analytics framework. Having pioneered several vistas in HR since 1992, the Founders of Ma Foi diversified successfully into the areas of Analytics and Strategy consulting. The founders along with industry veterans have started their 2nd venture in the HR services market to bring new meanings to the industry through "Ciel HR Services" strongly anchored on technology and Analytics.
About Company
Our client is a JV between a reputed Indian conglomerate and one of the largest life insurance providers in Asia. Have been growing fast in India since 2001.
Roles and Responsibility

A Position Overview

Position Title

Manager (Partnership Distribution-PARTNER Relationship)


Partnership Distribution

Level/ Band



Role Summary:

  • To manage training & development objective of the allotted PARTNER branches/cluster
  • 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.

B Organizational Relationships

Reports To

Zone Training Manager (Partnership Distribution ) / National Training Manager



C 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


Relationship Managers & Insurance Specialists of PARTNER team

D 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 & trainings 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.

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.



E Skills Required


         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







Interpersonal skills



Communication skills



Creative thinking skills



Supervising/Leadership skills



Teamwork Skills



Influencing skills



Relationship Building skills



Decision making skills






Desired Candidate
Essential: 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: At least 5 years of sales experience, Life Insurance Sales Training experience essential; 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
Job Expired