Training Manager - Agency Channel

Job description

Role & responsibilities : Build and execute the regional/cluster training plan for bank branches, RMs, service staff, and partner leadership cadences. Conduct Training Needs Analysis (TNA) using performance data (activation, APE, conversion, cross-sell, persistency) and business inputs. Align the training calendar to product priorities, strategic campaigns, and compliance requirements. Develop and localize banca-specific content: life insurance product suites, sales process within bank context, objection handling, customer suitability/needs analysis, and partner SOPs. Collaborate with Product, Compliance, and Partner L&D to ensure accuracy and audit readiness. Leverage digital learning tools (LMS, e-modules, microlearning, quizzes) to support blended learning. Conduct high-impact classroom, huddle, and virtual sessions across branches; drive new-hire onboarding for specified bank staff. Facilitate joint field coaching (where applicable), role-plays, and call-shadowing to reinforce skill adoption. Champion blended learning and spaced practice to sustain capability. Ensure programs meet IRDAI guidelines for Corporate Agent/Specified Persons (SP) training and certification; maintain records and audit readiness. Drive adherence to suitability, documentation, conduct norms, and partner SOPs Preferred candidate profile 58 years in Training within Life Insurance/BFSI; 1–3 years in Bancassurance preferred. Exposure to both classroom and digital learning methodologies.