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Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.
We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a Great Place to Work and recipient of the Kin Centric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion.
Fuel your future with us, find your wings, and S.O.A.R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.
Position Title | Senior Manager: Training |
Department | PD - Sales Training |
Level/ Band | Senior Manager: Cluster Training (Banca Channel) - 501 |
Role Summary:
Own the cluster training strategy and execution for the Bancassurance channel across assigned regions-building capability for partner bank teams (branch staff, RMs, wealth/investment desks, service teams) to sell responsibly, compliantly, and productively across protection and savings solutions. The role spans Training Needs Analysis (TNA), program design (digital + classroom), delivery excellence, certification & audit readiness, team leadership, and impact measurement aligned to business priorities and IRDAI norms.
Reports To | National Training Head - PD |
Job Dimensions
Geographic Area Covered | |
Stakeholders Internal | |
Stakeholders External |
Organization processes | Key contributions |
Cluster Training Strategy & Planning | . Create the annual and quarterly training blueprint for assigned clusters with partner-specific curricula and roll-out calendars align to business KPIs, product priorities, and compliance needs. . Lead Training Needs Analysis (TNA) using sales funnel data, conversion, portfolio mix, persistency, audit findings, and stakeholder inputs define role-based learning paths (BM/RM/Wealth/Service). . Deploy Train-the-Trainer (T3) models, branch huddles, blitz weeks, and capability sprints for scale and speed. |
Content Design & Enablement | . Design simple, high-impact content for product knowledge (protection/savings/annuity), customer discovery & suitability, need-based selling, objection handling, and bank partner processes (lead management, documentation, issuance). . Co-create with Product, Compliance, and Partner teams to ensure accuracy and regulatory adherence leverage LMS, e-learning, microlearning, and mobile nuggets for reach and retention. |
Delivery & On-the-Floor Support | . Conduct classroom and virtual sessions drive on-the-floor enablement (morning huddles, RM shadowing, portfolio clinics) aligned to partner calendars and campaigns. . Lead onboarding journeys for new partner staff run refreshers before product launches/seasonal drives. |
Compliance, Certification & Audit Readiness | . Ensure training and certification processes meet IRDAI guidelines and bancassurance/corporate agent requirements maintain accurate records, MIS, and audit readiness. . Embed conduct risk, fair-customer-outcomes, and documentation discipline (KYC, suitability notes, disclosures) in curricula. |
Performance Measurement & Insights | . Measure impact through assessments, feedback scores, and business KPIs (activation, conversion, case size, protection mix, persistency, cross-sell) publish cluster dashboards/MIS for reviews. . Run A/B pilots and ROI analysis to iterate programs share best practices across clusters. |
Stakeholder & Partner Management | . Partner with bank leadership (regional/cluster heads), internal Sales/Product/Compliance/HR, and frontline managers to identify skill gaps and co-own outcomes. . Manage external vendors/SMEs for specialized programs enforce SLAs, quality benchmarks, and version control. |
Team Leadership & Governance | . Lead a team of Cluster Training Managers/Trainers set goals, coach, and review performance conduct regular T3 and QA audits on facilitation quality. . Manage training calendars, budgets, and logistics ensure standardization and documentation across clusters. |
Banca-Specific Deliverables (Cluster Focus) | . Coverage & Activation: % branches/RMs trained time-to-productivity for new joiners. . Sales Excellence: Lead-to-sale conversion, protection penetration, balanced product mix, campaign readiness. . Quality & Governance: Proposal completeness, error-free documentation, audit compliance, complaint reduction. . Customer Outcomes: Suitability adherence and persistency uplift via need-based selling and disciplined follow-through. |
Technical | . Good Knowledge of MS Office | |
Behavioral | ||
Essential | Desired | |
Interpersonal skills | . | |
Communication skills | . | |
Creative thinking skills | . | |
Supervising / Leadership skills | . | |
Teamwork Skills | . | |
Influencing skills | . | |
Relationship Building skills | . | |
Decision making skills | . |
Essential | |
Qualification | . Graduate/Postgraduate MBA preferred. |
Experience | . 12-14 years in training within life insurance/BFSI, with 4-6 years in bancassurance or partner-led distribution. . Proven success in leading cluster training teams and scaling programs across large partner networks. |
Disclaimer:
Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. Verify job offers through official Tata AIA communication channels to avoid fraud. The job description is the sole property of Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are forbidden. To know more about Tata AIA Life, click on the weblink:
ata AIA Life Insurance Company Limited (Tata AIA Life Insurance) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life Insurance combines Tata’s preeminent leadership position in India and AIA’s presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life Insurance is also one of the leading insurers in the Indian private sector.
Job ID: 144600501
