Job Position

Trainers – Insurance Sector

Location(s)
Rourkela, Prayagraj (Allahabad), Roorkee, Jamshedpur, Cuttack, Darjeeling, Varanasi, Guwahati, Ranchi, Agra, Haridwar, Dehradun, Kanpur, Bareilly, Lucknow, Bhubaneswar & Patna
Position(s)
12
Job Type
Trainer
Salary
As per industry standards

Ideal Candidate Profile (Essential Attributes)

  • Post-Graduation/Graduation in Commerce, science or engineering (Academic record above 60%)
  • MBA / post-graduation will be an added advantage
  • Preferred Age – 35 – 65 years
  • Certification in advanced banking courses from reputed institutes would be an advantage
  • Should have 3 to 5 years of training experience of working in a bank or a large NBFC, ideally in a retail business role and a thorough understanding of asset, liability and fee-based products, selling and other branch banking processes

Other Attributes

  • Must have worked in an insurance company ideally in customer facing or intermediary facing roles.
  • He/she should have some certification from IRDA or any reputed insurance training institute, should have strong understanding of main insurance principles and how these are applied, should have thorough knowledge of all personal insurance products (Life and General), underwriting and claims processing.
  • Corporate training experience would be an advantage.
  • Should be familiar with different group training methodologies such as role plays, group discussion, group presentation, peer to peer learning and so on.
  • Should be up to date with latest regulatory developments, especially those involving process changes (e.g. eKYC), new types of insurance products and technological advancement in insurance industry.
  • Should be well versed in English and fluent in the regional language. While the training would be conducted in English, trainers who explain the complex concepts in local language are more effective.
  • Corporate training experience would be an advantage.
  • Able to lucidly explain technical concepts without using jargon.

Key Responsibility Areas

  • Should develop good understanding of different functions and roles inside an insurance company, such as sales manager, bancassurance relationship manager, operations executive, customer service executive and
  • Should impart CPBFI training as per the existing module.
  • Train participant to “pitch” an insurance product as per customer needs.
  • Participants should be able to visualize what tasks they would be expected to perform in various insurance roles post training when they get a placement
  • Reporting & Documentation

Target Industry/Sector

  • Insurance

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