Cluster Training Manager - Banca Channel

Cluster Training Manager – Banca Channel
Key Roles & Responsibilities
Manage and lead training initiatives across multiple branches/clusters for the Banca channel.
Conduct product, process, sales, and compliance training for bank relationship managers and insurance sales teams.
Develop training programs based on business requirements, performance gaps, and new product launches.
Train teams on life insurance products, policy features, benefits, underwriting, and sales processes.
Conduct induction and onboarding training for new employees.
Provide training on Banca sales techniques, customer handling, lead generation, cross-selling, and conversion.
Work closely with Branch Managers, Cluster Heads, Regional Heads, and Bank RMs to identify training needs.
Monitor training effectiveness through assessments, feedback, productivity, and business performance.
Conduct refresher training and coaching sessions for underperforming employees.
Ensure teams are updated on IRDAI guidelines, compliance requirements, company policies, and regulatory changes.
Prepare and maintain training calendars, MIS reports, attendance records, and training effectiveness reports.
Support branches during new product launches, campaigns, and business drives.
Use role plays, case studies, presentations, and practical sales exercises to improve learning outcomes.
Conduct field/branch visits to observe sales performance and provide on-the-job coaching.
Coordinate with the central/L&D team to implement standardized training programs across the cluster.
Track key training KPIs such as training completion, productivity, activation, conversion, persistency, and business performance.
Essential Requirement
Minimum 10 to 12 Years of overall experience in Branch Managerial Role in the Banking Industry.

Work arrangement
No