[04/10/2025] Senior Manager

4 days ago


Kozhikode Calicut Kozhikode, India Max Financial Services Full time

Job Description

Job Description

Position

Manager/Sr. Manager

Reporting To

Regional Head - Training

Department

Distribution Capability Centre

Function

Agency Training

Location

Band

4/ 4a

KEY RESPONSIBILITIES:

Conduct training modules for Agent Advisors and ADMs

- 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

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 Agents and ADMs
- Responsible for driving self-learning among Agents and ADMs
- Responsible for calendaring 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 calendaring 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 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
- Attendance of Agents and employees in training sessions
- Activating agents month-on-month against the target
- Compliance on IRDA requirements
- Monthly Achievement against the target for the agents across multiple performance parameters for agents and AADM
- Reduction in training cost
- Awareness level of agents on competition

DESIRED QUALIFICATIONS AND EXPERIENCE

- Graduate in any discipline
- At least 2-3 years in sales and 3-4 years in conducting sales training, life insurance domain would be a plus

Job Description

Position

Manager/Sr. Manager

Reporting To

Regional Head - Training

Department

Distribution Capability Centre

Function

Agency Training

Location

Band

4/ 4a

KEY RESPONSIBILITIES:

Conduct training modules for Agent Advisors and ADMs

- 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

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 Agents and ADMs
- Responsible for driving self-learning among Agents and ADMs
- Responsible for calendaring 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 calendaring 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 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
- Attendance of Agents and employees in training sessions
- Activating agents month-on-month against the target
- Compliance on IRDA requirements
- Monthly Achievement against the target for the agents across multiple performance parameters for agents and AADM
- Reduction in training cost
- Awareness level of agents on competition

DESIRED QUALIFICATIONS AND EXPERIENCE

- Graduate in any discipline
- At least 2-3 years in sales and 3-4 years in conducting sales training, life insurance domain would be a plus



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