Branch Trainer-Manager

Job Description

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 Kincentric 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.

A.

Position Overview

Position Title

Department

Level/ Band

Branch Trainer-Manager

Distribution Training_Agency

301/401- Manager

Role Summary:

- Conducts training as per the defined levels for the assigned channel., manages and develops assigned trainers and

TOs and manages and executes training schedules for the location.

B. Organizational Relationships

Reports To

Supervises

Zone Training Manager

Direct: Assigned trainers and TOs

Indirect: IRDA Training Institutes in the zone

Tata AIA Life Insurance Co. Ltd

Internal use only

Job Description

Job Dimensions

Geographic Area Covered

Stakeholders Internal

As per given geography

City Heads Training, Trainers, Training Service Providers, Agency Managers,

Regional Development Managers in their Zone

IRDA Training Institutes, Suppliers

Stakeholders External

C. Key Result Areas

Training as per assigned Channel

Agency: All Levels; BA all Levels

Corporate Agency Channel: Level 2, Level 3 and Level 4

¢ Bank Assurance: Level 1, Level 2, Level 3 and Level 4

¢ Broking: Level 2 and Level 3

Critical Responsibilities

¢

¢

Manage the local training resources and training schedule

Manage & Develop assigned Trainers and TOs on a day-to-day

basis

¢

¢

¢

¢

IRDA passing percentage of advisors should be minimum 80%

To announce monthly training schedules by the 5th of every month

Submit weekly / monthly reports to Head of Distribution Training

Ensure all IRDA rules and regulations are followed as far as training

is concerned (Defect free adherence to IRDA rules and regulations)

To ensure training records are maintained and updated constantly

Participate in risk mitigation plans, contingency planning, business

continuity programs by executing and reporting within defined

timelines. Highlight and recommend process gaps, flaws and process

changes

Primary Responsibilities

¢

¢

Risk

D. Skills Required

Technical

¢

¢

¢

Training Skills

Product knowledge

Team Management

Leadership skills

Communication skills

Trainer observation skills

Behavioral

Essential

Desired

Interpersonal skills

Communication skills

Creative thinking skills

Supervising / Leadership skills

¢

¢

¢

¢

Tata AIA Life Insurance Co. Ltd

Internal use only

Job Description

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

¢

¢

¢

¢

E. Incumbent Characteristics

Essential

Desired

AIII/ FIII most preferred for IRDA

trainers profile.

Even Licentiate Pass of III also to be

given preference.

Insurance qualification like LOMA

etc. to be preferred.

Graduation

MBA (Finance/Marketing)

preferred

Qualification

Experience

¢

Should have at least 3 years of

sales experience

4 years of Training experience

¢

¢

Experience in Financial

Insurance sector desirable

/

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:

Tata AIA Life Insurance Co. Ltd

Internal use only

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