Conduct product and sales training sessions for bank/NBFC employees and relationship managers.
- Deliver engaging classroom, virtual, and on-the-job training sessions.
- Develop customized story lines based on partner requirements.
- Train sales teams on objection handling, need-based selling, and regulatory compliance.
- Work closely with partner banks/NBFCs to identify training needs.
- Support the onboarding of new sales teams and ensure seamless integration into the insurance sales process.
- Monitor training effectiveness through assessments, feedback, and business performance analysis.
- Share training reports, participation records, and feedback with internal teams.
- Educate partner sales teams on documentation, policy issuance, and claim settlement processes.
Key Skills Required
- Strategic thinking
- Process understanding
- Strong communication, presentation, and public speaking skills.
- Building collaboration – ability to influence team
- Proficiency in using digital training tools, MS Office, and e-learning platforms.
Key Relationships Management (Internal /External)
- External: Bank NBFC (NSM/ ZSM/ RSM/ ASM/ SM/ RA/ RO)
- Internal: Management, Channel Head, National Head Cross-functional teams
