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.