Team Member-Process-Credit Card-Marketing HO

Position: Training Manager – Sales Capability & Learning Development (Consumer Bank)

Location: Mumbai

Department: Credit Card-Marketing HO
Function: Consumer Banking – Learning & Development
Reporting To: Outbound/Sales Head
Team Size: 3–4 Trainers

Grade: M3-M4

Key Responsibilities

Team Leadership & Training Governance

• Lead, coach, and develop a team of 3–4 trainers to ensure high-quality training delivery and business alignment.
• Set performance goals, monitor trainer effectiveness, and drive continuous capability enhancement within the training team.
• Standardize training practices, content delivery, and learning outcomes across locations.

Sales Onboarding & Induction

• Design and oversee onboarding programs for newly hired sales employees.
• Ensure new joiners gain comprehensive understanding of banking products, sales processes, compliance requirements, and customer engagement standards.
• Monitor and improve new-hire productivity and certification completion rates.

Sales Capability Development

• Develop and execute training strategies to strengthen sales, relationship management, cross-selling, and customer acquisition skills.
• Drive capability-building programs for CASA, Retail Assets, Credit Cards, Insurance, and other Consumer Banking products.
• Deliver behavioral, managerial, and leadership development programs for sales teams.

Performance Improvement & Field Coaching

• Conduct training needs analysis using productivity, conversion, and performance data.
• Partner with business leaders to identify performance gaps and implement targeted interventions.
• Drive field coaching initiatives and on-the-job learning to improve sales effectiveness.

Content Development & Learning Innovation

• Design and update training modules, facilitator guides, e-learning content, sales playbooks, and certification programs.
• Leverage digital learning platforms and innovative learning methodologies to enhance learner engagement.
• Ensure training content remains aligned with product, process, and regulatory changes.

Stakeholder Management

• Collaborate with Regional Business Heads, Sales Managers, HR, Product, and Compliance teams to align learning initiatives with business objectives.
• Support strategic business priorities through customized learning interventions.
• Act as a trusted advisor to business stakeholders on capability-building requirements.

Training Effectiveness & MIS

• Track and report training metrics, including coverage, certification scores, feedback ratings, productivity improvement, and business impact.
• Present learning dashboards and insights to senior leadership.
• Continuously evaluate and improve training effectiveness and return on investment.

Eligibility Criteria

• Graduate/Postgraduate (MBA preferred).
• 7–12 years of experience in Banking, Sales Training, Learning & Development, or Sales Capability Building.
• Minimum 2–3 years of experience leading a team of trainers.
• Strong understanding of Consumer Banking products and sales processes.

Key Competencies

• Team Leadership & People Management
• Sales Training & Facilitation
• Capability Building
• Coaching & Mentoring
• Stakeholder Management
• Training Needs Analysis
• Content Development
• Performance Management
• Data Analytics & MIS Reporting
• Communication & Presentation Skills

Key Success Measures

• New Hire Time-to-Productivity
• Sales Conversion Improvement
• Productivity Enhancement Across Sales Teams
• Certification & Training Completion Rates
• Training Effectiveness/NPS Scores
• Capability Development of Trainer Team
• Achievement of Business-Linked Learning Outcomes

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