Training Manager


4 - 6 Years   Mumbai

Full TimeBusiness Development

Job Description

Position Summary:

Support sales team and branch/branches for achieving right penetration and business results in Defence segment through effective execution and training of sales force as per branch/branches & plans and targets. Assist the branch managers/office heads in training, sales and supplement leadership and motivation to the Defence Sales team towards raising performance standards, and be a valuable resource to the Company.

Key Responsibilities:

1. Ownership of Licensing and Productivity of Sales force.

1.1 All Sales Team members (SMs and Agents are trained on Company`s Products Processes’ and undergo

Mandatory Compliance Training.

1.2 Agents / OP’s are trained as per the set business norms.

1.3 Effective transfer of Skills from Classroom to field through OJTs and joint field work.

1.4 Environment of learning is created in the office.

1.5 Alignment and emotional attachment between business & training team.

2. The position would focus on improving the IRDA pass percentage and enhancing the

productivity of Agents, OP’s - Param/Prahri’s and Sales Managers. This will be achieved

through various programs & interventions such as –

2.1 Enabling ramp up of office by Licensing of Agents

2.2 New Agent and OP’s - Param/Prahri Launch process.

2.3 Achieving end-to-end excellence in sales process through Need based solution sales.

2.4 High product knowledge.

2.5 Knowledge of financial market operations.

2.6 Ensuring Sound work habits.

2.7 Creating Sharp market focus: Army: Paramilitary : Police for NCOs, JCOs and Officers

2.8 Excellence in customer service and high quality of sales advice.

2.9 Certifications and ongoing learning.

2.10 Compliance training.

2.11 Ethical sales processes.

3. One on one coaching:

3.1 Field support to new Agents, OP’s - Param/Prahris and SMs

3.2 Individualized development plans in consultation with branch manager / sales manager.

3.3 Implementation of soft skills IQ calendars and worksite marketing sales process trainings

4. Office specific development initiatives:

4.1 Design the training calendar for the office

4.2 Product launch

4.3 Small group interventions.

5. On boarding of new Sales Managers:

5.1 Facilitate and anchor the on-boarding process for SM’s in co-ordination with the BM.

5.2 Implement the E Launch Pad process for new sales managers with intervention through BMs

6. Support HO Content cell as SME’s:

6.1 Value add in at least I project with HO training design and content cell w.r.t new / improvements in

training content.

6. Administrative control.

6.1 Training effectiveness measure: dash boarding.

6.2 Release and adherence to training calendar.

6.3 Training MIS reports

Desired qualifications and experience:

1. Graduate in any discipline

2. Experience:

- Candidates having completed / undergoing diploma / specialized programmes in Training & Development


- 1- 2 years in sales, preferably insurance sales.

- At least 1 year in training delivery in Life Insurance Company

- Total experience 4- 6 years.

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