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.