BIG - Alt - Chief Manager - L5 - Mumbai (Intellion Square)

Job Description: Lead Trainer – KMBL Alternate Channel Organisation: Kotak Life Insurance Function: Sales Training (BIG) Location: Mumbai Role Purpose This is an individual contributor role aiming to transform training into a business growth driver , directly impacting activation, productivity, and revenue quality in the Bancassurance channel. Key Responsibilities Drive activation of RMs / bank staff and improve case rate and case size (ticket value) Design and deliver high-impact training programs on affluent selling, wealth conversations, and business insurance Create practical, field-relevant content (playbooks, role plays, pitch frameworks, job aids) Act as Program Manager for key initiatives (activation drives, case size accelerators, protection penetration) Ensure end-to-end rollout excellence : design → execution → adoption → impact Establish strong training governance and measurement (link learning to business outcomes) Partner with business leaders and bank stakeholders to align capability with revenue goals Drive on-ground interventions and coaching to enable real behaviour change Key Outcomes / Success Metrics Increase in active RMs / staff (Activation) Improvement in average case size (premium per policy) Better conversion and quality of sales conversations Demonstrable training-to-business impact linkage Ideal Candidate Profile 8–12 years experience in Bancassurance / Sales Training / L&D Exposure to Affluent / Wealth / HNI segment preferred High business orientation with ability to drive measurable outcomes Strong expertise in: o Sales capability building o Training design & facilitation o Content development o Program management Education Graduate / Postgraduate (MBA preferred) Insurance certifications (preferred)