Position
Manager - Training
No. Of Position
Department
Training
Function
Training
Reporting to
Regional Head - Training
Band
4a / 4b
KEY RESPONSIBILITIES:
Conduct training modules for Agent Advisors and ADMs for all offices in the assigned cluster
- Conducting induction and on-boarding training programs
- Training on selling skills
- Training on all MLI Insurance products and processes
- Training on all MLI Digital tools and Assets
- All other training programs as outlined in the Agent and ADM learning journey
- Conducting GID s and IID s
- Conducting PRP and FOD as and when required for the cluster, leveraging DODs where required
- Delivering training in accordance with the learning journey design and blended delivery format - classroom training and/or virtual trainings
- Developing facilitation skills and virtual delivery
skills to ensure seamless training delivery across all sessions
- Managing expectations of multiple OHs in a
cluster and ensuring utmost coordination between offices
Administrative
- Cluster Manager-trainer to drive adoption of the digital learning platform across all roles
- Responsible for driving digital assessments amongst Agents and ADMs
- Responsible for driving self-learning among Agents and ADMs
- Responsible for calendarizing and effectively planning all training sessions with the OH / OHs
- Responsible for delivering all training adhering to the training calendar designed
- Responsible for driving business performance of all learners
- Responsible to drive attendance of all training sessions
- Responsible to capture attendance in TMS/ELM within the stipulated time defined
- Responsible to plan travel for training sessions in various locations as required
- Responsible to co-ordinate with the OH and RML&D in scheduling joint virtual / in-person TCPMs
- Responsible to coordinate with the assigned Moderator prior to training sessions to ensure seamless delivery of training
- Understand and use all technology enablement tools available to a trainer such as TMS / ELM, interactive / engagement training tool and the Digital Learning Platform
Look after training logistics
- Schedule training sessions
- Ensure wider participation of agents in programs
- Ensure set-up of SMART Classroom is in place before commencing a session
Monitor progress of agents on a continuous basis
- Seek regular feedback from agents, Sales Managers, Partner and Managing Partner
- Ensure that agents follow moral and ethical standards when dealing with clients
- Monitor Agent development
Update training material
- Review present training material
- Scan environment
- Incorporate feedback from Agents, Customers, SMs, Ps, MPs
Ensure that the agents get updated and continuous information on MLI products
Facilitate self- development of agents
MEASURE OF SUCCESS:
- Participant feedback
- Number of days of training
- Customer survey rating
- Pass percentage of agents
- Digital adoption / adoption of digital learning platform
- Pass percentage of Agents in IRDA exams
- Activating agents month-on-month against the target
- Attendance of Agents and employees in training sessions
- Compliance on IRDA requirements
- Monthly Achievement against the target across multiple performance parameters for agents and AADM
- Reduction in training cost
- Awareness level of agents on competition
DESIRED QUALIFICATIONS AND EXPERIENCE
a. Graduate in any discipline
b. At least 2-3 years in sales and 3-4 years in conducting sales training, experience in life insurance is a plus
c. Co-ordination skills
d. Facilitation Skills
KNOWLEDGE / SKILLS / ABILITIES Competency
Level
Result Orientation
5
Working With & Through Others
4
Innovation
5
Customer Centricity
4
Technical Expertise
4
Business Acumen
4
Impact & Influence
4
Communication
4
Role Modelling Core Values
4
Strategic Planning & Execution
4
- Learning ability
- Logical thinking
- Must be able to motivate agents
- Should be self motivated, self starter
Position
Manager - Training
No. Of Position
Department
Training
Function
Training
Reporting to
Regional Head - Training
Band
4a / 4b
KEY RESPONSIBILITIES:
Conduct training modules for Agent Advisors and ADMs for all offices in the assigned cluster
- Conducting induction and on-boarding training programs
- Training on selling skills
- Training on all MLI Insurance products and processes
- Training on all MLI Digital tools and Assets
- All other training programs as outlined in the Agent and ADM learning journey
- Conducting GID s and IID s
- Conducting PRP and FOD as and when required for the cluster, leveraging DODs where required
- Delivering training in accordance with the learning journey design and blended delivery format - classroom training and/or virtual trainings
- Developing facilitation skills and virtual delivery
skills to ensure seamless training delivery across all sessions
- Managing expectations of multiple OHs in a
cluster and ensuring utmost coordination between offices
Administrative
- Cluster Manager-trainer to drive adoption of the digital learning platform across all roles
- Responsible for driving digital assessments amongst Agents and ADMs
- Responsible for driving self-learning among Agents and ADMs
- Responsible for calendarizing and effectively planning all training sessions with the OH / OHs
- Responsible for delivering all training adhering to the training calendar designed
- Responsible for driving business performance of all learners
- Responsible to drive attendance of all training sessions
- Responsible to capture attendance in TMS/ELM within the stipulated time defined
- Responsible to plan travel for training sessions in various locations as required
- Responsible to co-ordinate with the OH and RML&D in scheduling joint virtual / in-person TCPMs
- Responsible to coordinate with the assigned Moderator prior to training sessions to ensure seamless delivery of training
- Understand and use all technology enablement tools available to a trainer such as TMS / ELM, interactive / engagement training tool and the Digital Learning Platform
Look after training logistics
- Schedule training sessions
- Ensure wider participation of agents in programs
- Ensure set-up of SMART Classroom is in place before commencing a session
Monitor progress of agents on a continuous basis
- Seek regular feedback from agents, Sales Managers, Partner and Managing Partner
- Ensure that agents follow moral and ethical standards when dealing with clients
- Monitor Agent development
Update training material
- Review present training material
- Scan environment
- Incorporate feedback from Agents, Customers, SMs, Ps, MPs
Ensure that the agents get updated and continuous information on MLI products
Facilitate self- development of agents
MEASURE OF SUCCESS:
- Participant feedback
- Number of days of training
- Customer survey rating
- Pass percentage of agents
- Digital adoption / adoption of digital learning platform
- Pass percentage of Agents in IRDA exams
- Activating agents month-on-month against the target
- Attendance of Agents and employees in training sessions
- Compliance on IRDA requirements
- Monthly Achievement against the target across multiple performance parameters for agents and AADM
- Reduction in training cost
- Awareness level of agents on competition
DESIRED QUALIFICATIONS AND EXPERIENCE
a. Graduate in any discipline
b. At least 2-3 years in sales and 3-4 years in conducting sales training, experience in life insurance is a plus
c. Co-ordination skills
d. Facilitation Skills
KNOWLEDGE / SKILLS / ABILITIES Competency
Level
Result Orientation
5
Working With & Through Others
4
Innovation
5
Customer Centricity
4
Technical Expertise
4
Business Acumen
4
Impact & Influence
4
Communication
4
Role Modelling Core Values
4
Strategic Planning & Execution
4
- Learning ability
- Logical thinking
- Must be able to motivate agents
- Should be self motivated, self starter
