Lead the design and delivery of capability-building programs focused on emerging segments such as NRIs, affluent customers, business insurance clients apart from protection and annuity market.
Design specialized training content covering product knowledge, taxation, market nuances, regulatory requirements, sales techniques, and relationship management for these segments.
Plan and conduct training sessions, workshops, and webinars
Use blended learning approaches including classroom sessions, e-learning modules, virtual training, and on-the-job coaching.
Develop and deploy train-the-trainer (TTT) programs to build internal capability for sustained training delivery.
Partner with sales leadership to identify skill gaps and performance challenges in the Affluent channel
Provide ongoing training, coaching and mentoring
On-the-job training & field support in terms of case preparation/ FODs for high ticket size cases
Work closely with sales to identify training needs, drive training attendance , align training initiatives with business execution & provide regular updates of training progress
Work closely with content, SMEs, marketing, product, and underwriting teams to develop content & marketing collaterals
Liaise with external training vendors or consultants as needed for specialized content or delivery.

8–12 years in Training & Development & Sales Management in Life Insurance or Financial Services
Experience in the fields of taxation/ NRI markets/affluent markets/ Business Insurance will be added advantage
Graduate/Postgraduate degree in Business Administration, Finance, or related field/Charted Accountant
Certifications/qualifications in Learning & Development/Financial Markets/Taxation/Investment/Instructional Design will be added advantage
Strong understanding of Bancassurance and the wealth RM
Strong understanding of life insurance products and sales processes
Excellent facilitation skills with understanding of adult learning principles, instructional design, and digital/blended learning methodologies.
Field Orientation-open to on-the -job training and FODs for high ticket cases
Excellent stakeholder management & communication skills.
Data-driven approach to assess training effectiveness and improve programs.
Ability to work cross-functionally and influence multiple stakeholders.
Flexible travel.

Chief Manager – Affluent Training Head

Key skills