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.

• Minimum 10 to 12 Years of overall experience in Branch Managerial Role in the Banking Industry.