Job Description

Position

Manager – Training

No. Of Position

TBC

Department

Training

Function

Training

Reporting to

Regional Head – Training

Band

4

KEY RESPONSIBILITIES:

Conduct training modules for Advisor, elite ADM & elite circle head

• 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 Advisor and ADM learning journey
• Conducting GID’s and IID’s
• Conducting PRP and FOD as and when required

Conducting training in blended delivery format

• 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

Administrative

• Manager-trainer to drive adoption of the digital learning platform across all roles
• Responsible for driving digital assessments amongst Advisors and ADMs
• Responsible for driving self-learning among Advisors 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 to all training sessions
• Responsible to capture attendance in TMS/ELM within the stipulated time defined
• Responsible to coordinate with the OH / OHs in calendarizing all training sessions for an office
• Responsible to plan travel for training sessions in various locations as required

Look after training logistics

• Schedule training sessions
• Ensure wider participation of advisors in programs

Monitor progress of advisors on a continuous basis

• Seek regular feedback from advisors, Sales Managers, Partner and Managing Partner
• Ensure that advisors follow moral and ethical standards when dealing with clients
• Monitor Advisor development

Update training material

• Review present training material
• Scan environment
• Incorporate feedback from Advisors, Customers, SMs, Ps, MPs

Ensure that the advisors get updated and continuous information on MLI products

Facilitate self- development of advisors

MEASURE OF SUCCESS:

• Participant feedback
• Number of days of training
• Customer survey rating
• Pass percentage of advisors
• Digital adoption / adoption of digital learning platform
• Pass percentage of Advisors in IRDA exams
• Attendance of Advisors and employees in training sessions
• Activating advisors month-on-month against the target
• Compliance on IRDA requirements
• Monthly Achievement against the target for the advisors across multiple performance parameters for advisors and AADM
• Reduction in training cost
• Awareness level of advisors 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, life insurance domain would be a plus

KNOWLEDGE / SKILLS / ABILITIES

• Learning ability
• Logical thinking
• Must be able to motivate Advisors
• Should be self motivated, self starter

Job Description

Position

Manager – Training

No. Of Position

TBC

Department

Training

Function

Training

Reporting to

Regional Head – Training

Band

4

KEY RESPONSIBILITIES:

Conduct training modules for Advisor, elite ADM & elite circle head

• 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 Advisor and ADM learning journey
• Conducting GID’s and IID’s
• Conducting PRP and FOD as and when required

Conducting training in blended delivery format

• 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

Administrative

• Manager-trainer to drive adoption of the digital learning platform across all roles
• Responsible for driving digital assessments amongst Advisors and ADMs
• Responsible for driving self-learning among Advisors 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 to all training sessions
• Responsible to capture attendance in TMS/ELM within the stipulated time defined
• Responsible to coordinate with the OH / OHs in calendarizing all training sessions for an office
• Responsible to plan travel for training sessions in various locations as required

Look after training logistics

• Schedule training sessions
• Ensure wider participation of advisors in programs

Monitor progress of advisors on a continuous basis

• Seek regular feedback from advisors, Sales Managers, Partner and Managing Partner
• Ensure that advisors follow moral and ethical standards when dealing with clients
• Monitor Advisor development

Update training material

• Review present training material
• Scan environment
• Incorporate feedback from Advisors, Customers, SMs, Ps, MPs

Ensure that the advisors get updated and continuous information on MLI products

Facilitate self- development of advisors

MEASURE OF SUCCESS:

• Participant feedback
• Number of days of training
• Customer survey rating
• Pass percentage of advisors
• Digital adoption / adoption of digital learning platform
• Pass percentage of Advisors in IRDA exams
• Attendance of Advisors and employees in training sessions
• Activating advisors month-on-month against the target
• Compliance on IRDA requirements
• Monthly Achievement against the target for the advisors across multiple performance parameters for advisors and AADM
• Reduction in training cost
• Awareness level of advisors 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, life insurance domain would be a plus

KNOWLEDGE / SKILLS / ABILITIES

• Learning ability
• Logical thinking
• Must be able to motivate Advisors
• Should be self motivated, self starter