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Training Manager-Bancassurance

3 weeks ago

Bengaluru, Karnataka, India VOIZ | voizworks Full time

**Job Title:** Training Manager – Banca Tele Vertical

**Location:** Bangalore (Jayanagar & Hebbal)

**CTC:** Up to ■12 LPA

**Experience Required:** Minimum 5+ years

**Industry:** Life Insurance – Bancassurance (Tele Sales)

**Role Overview**

The Training Manager will be responsible for delivering high-quality training to Phone Banking

Officers (PBOs) and Telecallers on Life Insurance products, sales processes, customer handling,

and compliance. The role involves managing end-to-end training cycles, monitoring assessments

and scores, and coordinating documentation updates for trainees.

**Key Responsibilities**

  1. **Training Delivery**

  2. Conduct product training on Life Insurance for Phone Banking Officers & Telecallers.

  3. Deliver induction, refresher, and on-the-job training sessions.

  4. Train associates on sales scripts, customer objection handling, cross-selling, and compliance

norms.

  • Ensure trainees understand banca telecalling processes and guidelines.

  • **Training Administration & Documentation**

  • Manage all training-related documentation, attendance tracking, and daily reporting.

  • Ensure proper upload and maintenance of candidate documents and training records.

  • Coordinate with operations & HR for onboarding documentation and compliance requirements.

  • **Assessment & Performance Evaluation**

  • Conduct assessments, quizzes, and certifications for trained candidates.

  • Track, maintain, and publish trainee assessment scores.

  • Identify performance gaps and plan corrective training sessions.

  • **Stakeholder Management**

  • Coordinate with the Bancassurance team, sales managers, and training heads.- Work closely with branch/cluster leadership to schedule training and maintain training calendars.

  • Provide regular updates on training outcomes, performance trends, and challenges.

  • **Process & Quality Compliance**

  • Ensure adherence to IRDAI and company compliance guidelines in training content.

  • Maintain quality standards in training delivery and documentation.

  • Support audits and provide training reports as needed.

**Qualifications & Skills Required**

  • Minimum 5+ years of experience in Insurance Training (Life Insurance preferred).

  • Experience training telecalling / PBO / Banca vertical teams is a strong advantage.

  • Excellent communication and presentation skills.

  • Strong knowledge of Life Insurance products (Term, ULIP, Health riders, etc.).

  • Ability to manage assessments, training MIS, and documentation.

  • Strong stakeholder management and interpersonal skills.

**Preferred Background**

  • Candidates from Life Insurance companies, Banks (Banca channel), or BFSI tele-sales training

roles.

  • Experience in managing multi-location training will be an added advantage.