• Conduct training needs analysis of Insurance Specialists, Business Development Managers, and all relevant staff of partner banks
• Identify and formulate training agenda on critical areas such as:
• Sale skills training,
• Product knowledge training (initial and refresher),
• Referral process training,
• New product launch training, and
• New regulations/IT systems training
• Ensure training agenda appropriately reflects the different referral channels including Contact Centre, Branch Manager, individual referrers (sales, tellers, operations… etc.)
• Support the establishment of a comprehensive training curriculum for Partnership Distribution channel