Job Description

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:

Ø  Participant feedback

Ø  Number of days of training

Ø  Customer survey rating

Ø  Pass percentage of agents

Ø  Digital adoption / adoption of digital learning platform

Ø  Pass percentage of Agents in IRDA exams

Ø  Activating agents month-on-month against the target

Ø  Attendance of Agents and employees in training sessions

Ø  Compliance on IRDA requirements

Ø  Monthly Achievement against the target across multiple performance parameters for agents and AADM

Ø  Reduction in training cost

Ø  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

·       Learning ability

·       Logical thinking

·       Must be able to motivate agents

·       Should be self motivated, self starter

Job Description

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:

Ø  Participant feedback

Ø  Number of days of training

Ø  Customer survey rating

Ø  Pass percentage of agents

Ø  Digital adoption / adoption of digital learning platform

Ø  Pass percentage of Agents in IRDA exams

Ø  Activating agents month-on-month against the target

Ø  Attendance of Agents and employees in training sessions

Ø  Compliance on IRDA requirements

Ø  Monthly Achievement against the target across multiple performance parameters for agents and AADM

Ø  Reduction in training cost

Ø  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

·       Learning ability

·       Logical thinking

·       Must be able to motivate agents

·       Should be self motivated, self starter