Ideal Candidate Profile

Essential Attributes :

Educational Qualifications :

- Post-Graduation/Graduation in Commerce, Science, or Engineering.

- MBA/Post-graduation is an added advantage.

Age :

- Preferred Age : 35 - 65 years.

Certifications :

- Certification or Accreditation in training or facilitation is an advantage.

Experience :

- 3 to 5 years of training experience.

- Experience working in an insurance company, ideally in customer-facing or intermediary-facing roles.

- Corporate training experience is an advantage.

Insurance Knowledge :

- Certification from IRDA or any reputed insurance training institute.

- Strong understanding of main insurance principles and application.

- Thorough knowledge of personal insurance products (Life and General), underwriting, and claims processing.

Other Attributes :

- Familiarity with various group training methodologies (role plays, group discussions, presentations, peer-to-peer learning, etc.).

- Up-to-date with the latest regulatory developments, including process changes (e.g., eKYC), new insurance products, and technological advancements in the insurance industry.

- Proficient in English and fluent in the regional language, with the ability to explain complex concepts in local language effectively.

- Ability to explain technical concepts clearly without jargon.

Target Industry/Sector : Insurance

Key Responsibility Areas (KRAs) :

Understanding of Insurance Roles :

- Develop a comprehensive understanding of various functions and roles within an insurance company (e.g., sales manager, bancassurance relationship manager, operations executive, customer service executive).

Training Delivery :

- Impart CPBFI (Certified Professional in Banking and Financial Industry) training according to the existing module.

- Train participants to pitch insurance products based on customer needs.

- Enable participants to visualize the tasks they would be expected to perform in various insurance roles post-training.

Training Methodologies :

- Utilize diverse group training methodologies such as role plays, group discussions, presentations, and peer-to-peer learning to enhance the training experience.

Regulatory Knowledge :

- Stay updated with the latest regulatory changes and developments in the insurance sector and integrate this knowledge into training sessions.

Language Proficiency :

- Conduct training sessions primarily in English while also being capable of explaining complex concepts in the local language to ensure better understanding.

Reporting & Documentation :

- Maintain accurate records of training sessions.

- Document participant progress and feedback.

- Prepare and submit detailed reports on training outcomes and areas for improvement.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.