Branch Training Manager

Role & responsibilities

Role Purpose:

To drive capability building and performance enhancement of sales teams across multiple channels (Agency, Partners, Direct & Broking) within the assigned State or Zone. The role ensures salesforce productivity through

Key Responsibilities

1. Training Delivery & Facilitation

• Conduct

  induction, product, process, and skill-based training programs

  for new and existing sales personnel across channels.

• Facilitate

  classroom, virtual, and on-the-job training

  sessions, ensuring consistent learning experience and knowledge retention.

• Deploy

  behavioral and consultative selling programs

  to improve advisor and front-line manager effectiveness.

• Reinforce training through

  field coaching and joint calls

  with sales managers and agents.

2. Training Need Identification & Planning

• Collaborate with Sales Heads / Cluster Managers to identify

  performance gaps and training needs

  based on productivity and business metrics.

• Develop and execute a

  Monthly

  (or)

  Quarterly Training Calendar

  aligned with business priorities and national L&D roadmap.

• Use field insights to suggest

  content localization or new modules

  relevant to regional market realities.

3. Content & Program Management

• Customize and translate central training content for

  local language and regional applicability.

• Support development of

  micro-learning, role-play, and case-study-based content

  to enhance practical learning outcomes.

• Maintain training MIS, feedback, and reports for continuous improvement.

4. Performance Support & Coaching

• Partner with line managers to implement

  on-the-job coaching frameworks.

• Track

  training effectiveness

  through pre- and post-assessments, certification scores, and sales productivity trends.

• Provide

  individual coaching

  to underperformers and

  skill acceleration support

  for high-potential team members.

5. Stakeholder Management

• Liaise with

  Sales, HR, and Channel Heads

  to align training with business goals and sales priorities.

• Ensure high training participation, completion, and My Coach certification compliance across the region.

• Act as the

  L&D ambassador

  within the zone to drive learning culture adoption.

Key Performance Indicators (KPIs)

• % of New Hires Trained and Certified within TAT

• Improvement in Productivity Metrics (e.g., Case Count, FYP, Activation %) post-training

• Training Feedback / NPS Scores

• Training Coverage vs. Plan

• Post-Training Performance uplift for trained cohorts

• Stakeholder Satisfaction (Sales Head / Channel Head feedback)

Candidate Profile

Education:

• Graduate / Post-Graduate (preferred in Business, Commerce, or HR)

• Insurance certifications

  (LIII / IRDA License / Training Certifications) are advantageous

Experience:

• 4–10 years of experience in

  Life Insurance Sales Training, Distribution Development, or Field Coaching

• Exposure to multiple channels (Agency / Bancassurance / Broking / Direct) preferred

• Proven track record of

  training delivery and sales enablement

  across large geographies

Skills & Competencies:

• Strong facilitation and communication skills

• Deep understanding of life insurance products, sales processes, and regulatory norms

• Ability to design and execute impactful training sessions

• High energy, influencing ability, and field orientation

• Proficiency in MS Office, LMS platforms, and digital training tools

Career Path

• Next Role:

  Zonal Training Head / Regional Capability Manager

• Future Pathways:

  Regional Training Lead, Distribution Development Head or Sales Excellence Role

Compensation Range (Indicative)

• Typically in line with mid-management grade: 5 to 7.5 TC (depending on channel, overall experience, and geography).

Preferred candidate profile

Life Insurance

Kindly share me your resume

Ramesh Kumaresan

ramesh.kumaresan@kotak.com

9629372993

HR manager kotak life