Job Description

:
Position Title
Branch Trainer
Department
Sales training
Level/ Band
201/301/401
Organizational Relationships
Reports to Direct
Cluster Training Manager / National Training Manager
Matrix
Supervises
Job Dimensions
Geographic Area Covered
East Zone
Stakeholders Internal
Relationship Managers
Key Result Areas
Organization process
Key contributions
Frequency
Conduct training programs for RMs.

• Conduct programs for all categories of Business Associates and advisors to give them a detailed orientation
• Train them on products, compensation structures, recruitment structures, promotion criteria etc

• Conduct refresher courses as & when required

License download

• Pass percentage of all the candidates scheduled for IRDA at >60%

Mentoring/ Administrations

• Batch management of Offline candidates
• Manage the drop outs in the offline batches and ensure that there are minimum drop outs in each batch
• Batch to be addressed at least 2 times during 50 hours

• Conduct one-on-one counseling sessions for RMs if they ask for it

• Arrange joint field calls with advisors & give them feedback on their sales technique & knowledge

Reporting and MIS

• Training calendar to be made abased on the sales requirement and the same to be sent out by the 25th of the previous month
• Ensure that attendance sheets & feedback forms for every session conducted are complete
• Attendance sheet and feedback forms to reach Training Admin within 24 hours after the close of training
• Maintain reports for programs conducted , attendance in the sessions, training days completed,

Developmental Goals
Special Initiatives
Acquire AFP qualification or and Licentiate in Life Insurance
Details of any special initiatives taken which may include work related activities and self directed learning activities which will have positive impact on the Business objectives.
Any activity which get recognized by the leadership
Disclaimer: This is indicative in nature. The duty list/Goal Sheet provided to you can vary from the aforesaid in view of Organizational need/requirement from time to time.
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