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
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:
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
