Job Description

Job Code: Position Sr. Training manager Reporting To Regional training manager Department Distribution Capability Centre Function Agency Training Location Band 5B-4B Job Summary: A person with strong domain knowledge in Insurance & Financial Planning will be working in a circle, managing the integrated Sales & Training team across the geography. Proactive approach required in assessing the learning & development needs, effectively aligning programs / interventions with business objectives and creating / executing the Training Modules in Bank Relationship. Key Responsibilities/ Key Deliverables: Imparting Training to Agency sellers and Max Life Employees as per defined and agreed Man Days. Providing right training inputs & Sales support to Agency & Max Life sellers - 2 days should be devoted towards training of Max Life employees. Post Training, on line certification through Inquizzitive, of sellers on the trained module to be completed - Once a quarter Refresher training should be done before the certification & follow up with failed candidates should be completed Create a robust Training team in circle by skilling the identified / shortlisted sales people so that they manage the training requirements of your branches Drive traffic to E Learning platform / Microsite so that technology can be leveraged to maximize reach Ensuring the measures of quality of business in Circle / that of mapped branches are above standards Ensuring SPs in 100% of the branches and all regulatory records to be maintained audit ready Traction of data on performance, publishing MIS, dashboard, calendars, EDMs etc. timely and effectively in coordination with Bank Circle Office Conduct Skill, Knowledge & compliance based training programs for the entire patch at regular intervals Organize and make presentations in internal and external seminars. Develop and manage certification processes, Implementing evaluation process - online and offline to create a robust feedback and tracking mechanism on product knowledge and skills of all the trainees. IC- 38 refreshers for new advisors. Measures of Success: Imparting Training:- Average of 12 Man days of Training : Agency & Max Life Refresher Training:- 80% of the IC-38 clearing their monthly certification Activation: Inactive Seller Activisation : 30% Product Mix : As per plan Red Branches: Turnaround of Red Branches as per plan Persistency 82.5% Ensuring M0-M3 advisors and M1 - M6 Employees in branches :- 100% Certification of managerss on Products, ULIP, AML, Ethics & Compliance before licensing & records of 100% of these SPs to be maintained Job Specifications: Graduate in any Discipline, MBA from premier institute is preferred. 3 to 4 years of experience in Sales Training, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, excellent product and basics of life insurance knowledge, a LIII or AIII will be preferred. Knowledge & Skill Matrix: Training execution,Training enabling quality business,Ensuring Circle meeting compliance requirement. Additional Information (Optional): Org Chart:- NTH ZTH ZVP CTM Job Code: Position Sr. Training manager Reporting To Regional training manager Department Distribution Capability Centre Function Agency Training Location Band 5B-4B Job Summary: A person with strong domain knowledge in Insurance & Financial Planning will be working in a circle, managing the integrated Sales & Training team across the geography. Proactive approach required in assessing the learning & development needs, effectively aligning programs / interventions with business objectives and creating / executing the Training Modules in Bank Relationship. Key Responsibilities/ Key Deliverables: Imparting Training to Agency sellers and Max Life Employees as per defined and agreed Man Days. Providing right training inputs & Sales support to Agency & Max Life sellers - 2 days should be devoted towards training of Max Life employees. Post Training, on line certification through Inquizzitive, of sellers on the trained module to be completed - Once a quarter Refresher training should be done before the certification & follow up with failed candidates should be completed Create a robust Training team in circle by skilling the identified / shortlisted sales people so that they manage the training requirements of your branches Drive traffic to E Learning platform / Microsite so that technology can be leveraged to maximize reach Ensuring the measures of quality of business in Circle / that of mapped branches are above standards Ensuring SPs in 100% of the branches and all regulatory records to be maintained audit ready Traction of data on performance, publishing MIS, dashboard, calendars, EDMs etc. timely and effectively in coordination with Bank Circle Office Conduct Skill, Knowledge & compliance based training programs for the entire patch at regular intervals Organize and make presentations in internal and external seminars. Develop and manage certification processes, Implementing evaluation process - online and offline to create a robust feedback and tracking mechanism on product knowledge and skills of all the trainees. IC- 38 refreshers for new advisors. Measures of Success: Imparting Training:- Average of 12 Man days of Training : Agency & Max Life Refresher Training:- 80% of the IC-38 clearing their monthly certification Activation: Inactive Seller Activisation : 30% Product Mix : As per plan Red Branches: Turnaround of Red Branches as per plan Persistency 82.5% Ensuring M0-M3 advisors and M1 - M6 Employees in branches :- 100% Certification of managerss on Products, ULIP, AML, Ethics & Compliance before licensing & records of 100% of these SPs to be maintained Job Specifications: Graduate in any Discipline, MBA from premier institute is preferred. 3 to 4 years of experience in Sales Training, Prior experience in insurance essential. Result Orientation, Customer Centricity, Technical Expertise, excellent product and basics of life insurance knowledge, a LIII or AIII will be preferred. Knowledge & Skill Matrix: Training execution,Training enabling quality business,Ensuring Circle meeting compliance requirement. Additional Information (Optional): Org Chart:- NTH ZTH ZVP CTM

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