Job Description

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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 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. * Position Overview
Position Title
Asst. Training Manager
Department
Distribution Training
Level/ Band
301/Manager
Role Summary:

• To manage training & development objective of the allotted PARTNER branches/cluster.To plan training calendar and ensure training coverage as per planned calendar & training needs & agreed flavor of the month.
• To ensure that right selling behavior, sales ethics and right sales practices are embedded through the training imparted in line with company standards and regulations.
• To closely work with the sales team of both Tata AIA & Partner to formulate training strategy as per need.
• To ensure delivery of skill, behavioral & sales-oriented training.

• Organizational Relationships

Reports To
Cluster Training Manager (Partnership Distribution
Job Dimensions
Geographic Area Covered
Respective Branches/Cluster of PARTNER
Stakeholders Internal
TALIC PARTNER Relationship Sales Team ; Training Planning & Co-ordination Team ; PA Quality & Content team
Stakeholders External
Branch Managers, Relationship Managers, OPS, Acquisition Team & Insurance Specialists of Partner team

• Key Result Areas

Interact / Train & Coach PARTNER RM's & Insurance Specialists to help them achieve sales targets & desired product mix.
Visit Partner branches on a regular basis to ensure that training needs are identified & trainings planned accordingly
Freeze, by month end, in agreement with TALIC Partner Sales team & Partner Insurance Specialists, training calendar for the following months
Visit branches & Conduct Trainings as per calendar/need/flavor of the month
Train/Coach RM's on identifying & understanding life insurance needs of clients & pitch appropriate TALIC solutions and support them in joint calls where required.
Build good relationships & interact informally with PARTNER to ensure smooth flow of business & training transactions.
Do JFW with partner RM to drive activation & product mix.
Provide operational support
Act as a Single Point of Contact for all training related issues
Act as a coordinator between between Partner & TPC team of TALIC for licensing training, renewal training, licensing exam fixing and all training administration related work
Analytics/ Comparisons/MIS & Reporting
Ability to analyze competition products and provide compelling reasons basis these analysis on advantages & strengths of TALIC products vis-a-vis market
Ability to understand FUND performance reports of TALIC funds and compare with other ULIP funds as per similar asset class and provide compelling reasons on strengths of TALIC funds in various asset classes basis chosen benchmark with that of other funds of similar class.
Ability to understand and explain various investment assets class and opportunities and position where life insurance as an investment asset class stands out & fits in.
Design and circulate training related MIS/ Training Calendar/ Training Coverage etc. to various stakeholder as required
Analyze data cuts on Performance of RM's pre & post training & take corrective action, plan training and coaching basis the same.
Management of teams & Training of TALIC PARTNER Sales Teams
Monitor & Develop the performance of all allocated trainers
Impart training - induction and follow-up trainings to Sales Managers of TALIC managing Partner relationship as per Training Road Map.

• Skills Required

Technical
Sales experience in life insurance or other field
Good Knowledge of MS Office; Power-point & Word
Life Insurance subject matter expertise
Life Insurance Product knowledge
Analytical skills to compare life insurance products
Good understanding of financial products, equity market, portfolio diversification, financial planning knowledge & skills
Team Management skills
Mentoring skills
Business perspective & planning
Performance Management skills
Finance / Insurance industry awareness
Interviewing skills
Self management
Problem solving skills
Peer level co-ordination and influencing skills
Behavioral
Essential
Desired
Interpersonal skills

Communication skills

Creative thinking skills

Supervising / Leadership skills

Teamwork Skills

Influencing skills

Relationship Building skills

Decision making skills

• Incumbent Characteristics

Essential
Desired
Qualification
Graduation
MBA Preferred
At least 2 papers of CFP (AFP), preferably a CFP; Insurance Qualification like LUTCF, LOMA Level 1/AIII will be an added advantage
Experience
1. At least 5 years of sales experience
2. Life Insurance Sales Training experience essential
Should have exposure to at least 2 years in financial planning and/or financial planning training
1. Experience in handling a Foreign Bank relationship in Sales or Training area
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:
About Company:
Tata AIA Life Insurance Company Limited (Tata AIA Life) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life combines Tata's pre-eminent 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 has written retail new business weighted premium of Rs. 2,692 crore for the financial year 2019-20. For the same period, the 13th month persistency of the company was at 89.10% and, the individual death claims settlement ratio was 99.06%. One of the fastest growing companies in the Life Insurance sector, Tata AIA Life is now ranked at no. 5, based on individual weighted new business premium.

Skills Required