Life Insurance Learning & DevelopmentTraining & DevelopmentTeam BuildingSales Training
Role Summary:The Zonal Training Manager is responsible for designing, implementing, and managing training programs for banca channel teams in the assigned region. The role involves coaching sales teams, ensuring product knowledge, compliance, and sales skills are up-to-date, and aligning training with business objectives.Key Responsibilities:Training Delivery: Develop and conduct training programs for banca channel teams, focusing on sales techniques, product knowledge, and compliance.Team Coaching: Lead and mentor trainers and sales staff to improve performance.Collaboration: Work closely with sales leadership and bank partners to align training with business needs.Reporting: Track and report training outcomes and team performance.Compliance: Ensure training programs meet regulatory and company standards.
Customer Retention Customer Retention ExecutiveOperation ExecutiveNBFCArea Sales InchargeArea Sales ManagerLife InsuranceBancassuranceLoansBank Operations OfficerMutual Funds SalesBusiness Development ExecutiveSales Team LeaderBFSIBancaWalk in
Life insurance sales through assigned Bank Branches.Coordinating between Bank and company from Lead generation to policy conversion.Follow up with Operations of Banks.To build mutually beneficial relationships with Bank and help in acquisition of clients.Customer Requirement Gathering and Analysis for better product pitching.Handling Objections and grievances and providing them with timely solutions.Guiding / mentoring new team members with required deliverable and company values.Required Skills:Excellent communication skills.Should be sales driven.High level of energy.
Life Insurance Sales Training ManagerArea Training ManagerLearning & Development Specialist
Role Purpose :-To advance culture of need based propositions within LBS and our teams. Ensure skill and will based training. Training and on boarding of new staff.Implementing and rolling out the Training Workshops/ Initiatives for defined region.Train and Influence the CHOICe Sales Team and Partner Bank LBMs/LBEs & staff on the usages of Proposition Centric Conversation starters & Sales Tools, and promote usages in Customer Interactions, to ensure better LeadGeneration and Sales Conversion ratio.Develop Conversational Selling skills of mapped LBS for generating positive business resultsEnsuring compliance with regards to defined Training Processes and identify sales issues across mapped branches / LBSPrincipal Accountabilities: Key activities and decision making areasComplete the On - boarding and development plan for themapped rolesEnsure all CHOICe Sales Team & Partner Bank LBMs/LBEs mapped are trained on Conversational Selling skills / Sales Training Tools as per the defined plans .Track impact of sales training and coaching initiatives across rolesAchieve 15 Training Man-days per month including Training Delivery & Field Coaching & defined I -4 activities.Maintain and improve the quality of Training Delivery.Submit Quarterly self Training Audit report to ZTMLeadership & Teamwork* Facilitate implementation of agreed training & development path with active engagement of Circle Heads & Regional Heads of partner banks* Manage performance of nominated branches & LBS based on defined parameters* To work with RSM/s to ensure achievement of defined AOP objectivesOperational Effectiveness & ControlTraining Documentationo Ensure all mandatory training documents are maintained as per norms.o Ensure filing of Post Training Reports and Weekly Reports as per defined process.Work closely with local CHOICe Sales, Service Delivery and Branch Operation staff to identify and bridge training gaps.
Life Insurance Sales Training ManagerArea Training ManagerLearning & Development Specialist
Role Purpose :-To advance culture of need based propositions within LBS and our teams. Ensure skill and will based training. Training and on boarding of new staff.Implementing and rolling out the Training Workshops/ Initiatives for defined region.Train and Influence the CHOICe Sales Team and Partner Bank LBMs/LBEs & staff on the usages of Proposition Centric Conversation starters & Sales Tools, and promote usages in Customer Interactions, to ensure better LeadGeneration and Sales Conversion ratio.Develop Conversational Selling skills of mapped LBS for generating positive business resultsEnsuring compliance with regards to defined Training Processes and identify sales issues across mapped branches / LBSPrincipal Accountabilities: Key activities and decision making areasComplete the On - boarding and development plan for themapped rolesEnsure all CHOICe Sales Team & Partner Bank LBMs/LBEs mapped are trained on Conversational Selling skills / Sales Training Tools as per the defined plans .Track impact of sales training and coaching initiatives across rolesAchieve 15 Training Man-days per month including Training Delivery & Field Coaching & defined I -4 activities.Maintain and improve the quality of Training Delivery.Submit Quarterly self Training Audit report to ZTMLeadership & Teamwork* Facilitate implementation of agreed training & development path with active engagement of Circle Heads & Regional Heads of partner banks* Manage performance of nominated branches & LBS based on defined parameters* To work with RSM/s to ensure achievement of defined AOP objectivesOperational Effectiveness & ControlTraining Documentationo Ensure all mandatory training documents are maintained as per norms.o Ensure filing of Post Training Reports and Weekly Reports as per defined process.Work closely with local CHOICe Sales, Service Delivery and Branch Operation staff to identify and bridge training gaps.Typical Targets and Measures