Training Manager-Cross Sell COE

Requirements

Training Manager - Cross Sell COE

batch certification, first-month agent performance, and driving sales capability

Job Purpose

training excellence

training calendar

Key Roles & Responsibilities

• Training & Certification
• Manage and execute training batch certification to ensure quality and readiness before deployment.
• Assess and track first-month performance of new agents, identifying gaps and implementing corrective actions.
• Conduct onboarding, induction, and refresher training programs covering all financial products.
• Trainer Development
• Prepare sales trainers to deliver effective product knowledge and sales process training.
• Monitor live training sessions, provide feedback, and conduct skill enhancement workshops for trainers.
• Develop coaching frameworks to strengthen delivery, engagement, and assessment techniques.
• Trainee Engagement & Coaching
• Build personalized coaching plans for underperforming agents, leveraging feedback and performance metrics.
• Implement interactive learning techniques to improve trainee participation and retention.
• Foster a positive learning environment that encourages continuous development.
• Content & Calendar Management
• Create and maintain the training calendar to meet evolving business needs and sales targets.
• Update training materials, knowledge repositories, and e-learning content based on product updates and compliance requirements.
• Track knowledge content usage and ensure uniformity in delivery across all training teams.
• Collaboration & Quality Improvement
• Work closely with Quality teams to identify common performance gaps and build rebuttals, FAQs, and tools to address them.
• Partner with Sales, Product, and Operations teams to ensure alignment between business priorities and training initiatives.
• Develop structured training plans linked to measurable financial and productivity outcomes.
  

Required Skills & Qualifications

• Education: Bachelor's/Master's degree; training certifications preferred.
• Experience: Minimum 7+ years in training management within BFSI or financial product sales.
• Strong understanding of all financial products (banking, insurance, investments, loans, credit cards, etc.).
• Proven expertise in training needs analysis, content development, and performance coaching.
• Excellent communication, facilitation, and interpersonal skills.
• Strong organizational abilities to manage multiple training initiatives simultaneously.
• Proficiency in MS Office, LMS platforms, and digital training tools.