01Overview
Role Overview
The Channel L&D Head for bank Bancassurance will be responsible for strategizing,
designing, and executing training initiatives aligned with business goals and the bank partnership.
This role focuses on building skillsets of the sales forces across hierarchies in the channel, enhancing productivity, ensuring retention, promoting technology adoption along with developing a robust training team.
Strategic Planning & Alignment:
Develop and implement a comprehensive L&D strategy tailored to the bank
Bancassurance channel, ensuring alignment with organizational objectives and the bank partnership.
Collaborate with senior leadership to identify training needs across various levels
frontline staff, supervisors, and bank bankers.
Design training roadmaps that address identified needs, focusing on enhancing sales effectiveness and customer engagement.
Training Design & Delivery:
Oversee the creation of customized training modules, incorporating blended learning approaches (classroom, e-learning, on-the-job training).Ensure training content is up-to-date, relevant, and compliant with regulatory standards.Implement programs aimed at improving new joiner productivity and reducing time-toperformance.
Team Leadership & Development:
Lead, mentor, and develop a team of RTH/RTMs & trainers, fostering a culture of continuous learning and high performance.Conduct regular performance reviews, providing feedback and identifying opportunities for professional growth.Promote knowledge sharing and best practices within the training team.
Technology & Innovation:
Drive the adoption of digital learning platforms and tools to enhance training accessibility and effectiveness.Stay abreast of emerging L&D technologies and methodologies, integrating innovative solutions into the training framework.Leverage data analytics to measure training impact and inform continuous improvement.
Stakeholder Engagement
Build and maintain strong relationships with bank stakeholders, ensuring training initiatives support joint business objectives.Collaborate with cross-functional teams to integrate training efforts with broader organizational strategies.Represent the L&D function in meetings with internal and external partners, articulating the value and impact of training programs.
RequirementsDesired qualifications and experience
Bachelors degree in Business, HR, or related field; MBA or equivalent preferred.Preferably 15 - 20 years of experience within the financial services and insurance sector
Skills/Knowledge
Professional certifications in Training & Development are advantageous.Proven track record in leading L&D functions within the Life Insurance industry,
specifically in Bancassurance channels.
Strong understanding of sales processes, customer engagement strategies, and regulatory requirements in the insurance sector.Excellent leadership, communication, and interpersonal skills.Proficiency in leveraging technology for training delivery and management .
