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 GIDs and IIDs
• 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 GIDs and IIDs
• 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