Manager - Training

Deputy Manager /Manager/Sr. Manager

Location

Branch Name

Distribution Capability Centre

Function

DCC – Agency Training

Title of reporting manager

Band

5B/4 and 4A

Function Summary

DCC (Distribution Capability Development) Department is dedicated to equipping all sales employees with the essential knowledge and product skills across the company's diverse financial product offerings.

The department's primary objective is to empower the sales channels, ensuring that they possess the expertise needed to position the organization as the leading insurance firm in India. By focusing on continuous development, this department drives internal mobility for training employees across various verticals, fostering their personal growth while simultaneously enhancing the growth and success of the firm's sales teams. This dynamic approach supports a thriving ecosystem where both employees and the organization are set on a path of mutual progress and achievement.

Job Summary

Experienced Trainer with a strong background in the life insurance sector, specializing in developing and delivering impactful training programs for employees and agents. Skilled in product knowledge, sales training, and compliance, with a focus on improving performance and achieving organizational goals. Adept at identifying training needs, creating engaging learning content, and measuring the effectiveness of training initiatives. Passionate about fostering continuous learning and development to drive success within the team and enhance customer service and sales outcomes.

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

Key skills required

• Industry Knowledge: Strong understanding of life insurance products, regulations, and market trends.
• Communication Skills: Ability to explain complex concepts clearly and engage with a diverse audience.
• Presentation Skills: Skilled in creating and delivering effective training sessions and workshops.
• Coaching and Mentoring: Ability to guide and motivate employees, helping them improve their skills and performance.
• Product Knowledge: Deep knowledge of life insurance policies, claims processes, underwriting, and sales techniques.
• Training Development: Experience in designing training materials, modules, and assessments tailored to the audience's needs.
• Adaptability: Ability to adjust training methods and content to fit different learning styles and levels.
• Sales Skills: Familiarity with sales techniques, as training often focuses on improving sales performance within the life insurance space.
• Problem-Solving Skills: Ability to address any performance issues or knowledge gaps in trainees effectively.
• Technology Proficiency: Familiarity with e-learning platforms, learning management systems (LMS), and other training tools.
• Interpersonal Skills: Strong relationship-building skills to connect with trainees and collaborate with other departments.
• Assessment and Feedback: Ability to assess trainee progress and provide constructive feedback for improvement.

Deputy Manager /Manager/Sr. Manager

Location

Branch Name

Distribution Capability Centre

Function

DCC – Agency Training

Title of reporting manager

Band

5B/4 and 4A

Function Summary

DCC (Distribution Capability Development) Department is dedicated to equipping all sales employees with the essential knowledge and product skills across the company's diverse financial product offerings.

The department's primary objective is to empower the sales channels, ensuring that they possess the expertise needed to position the organization as the leading insurance firm in India. By focusing on continuous development, this department drives internal mobility for training employees across various verticals, fostering their personal growth while simultaneously enhancing the growth and success of the firm's sales teams. This dynamic approach supports a thriving ecosystem where both employees and the organization are set on a path of mutual progress and achievement.

Job Summary

Experienced Trainer with a strong background in the life insurance sector, specializing in developing and delivering impactful training programs for employees and agents. Skilled in product knowledge, sales training, and compliance, with a focus on improving performance and achieving organizational goals. Adept at identifying training needs, creating engaging learning content, and measuring the effectiveness of training initiatives. Passionate about fostering continuous learning and development to drive success within the team and enhance customer service and sales outcomes.

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

Key skills required

• Industry Knowledge: Strong understanding of life insurance products, regulations, and market trends.
• Communication Skills: Ability to explain complex concepts clearly and engage with a diverse audience.
• Presentation Skills: Skilled in creating and delivering effective training sessions and workshops.
• Coaching and Mentoring: Ability to guide and motivate employees, helping them improve their skills and performance.
• Product Knowledge: Deep knowledge of life insurance policies, claims processes, underwriting, and sales techniques.
• Training Development: Experience in designing training materials, modules, and assessments tailored to the audience's needs.
• Adaptability: Ability to adjust training methods and content to fit different learning styles and levels.
• Sales Skills: Familiarity with sales techniques, as training often focuses on improving sales performance within the life insurance space.
• Problem-Solving Skills: Ability to address any performance issues or knowledge gaps in trainees effectively.
• Technology Proficiency: Familiarity with e-learning platforms, learning management systems (LMS), and other training tools.
• Interpersonal Skills: Strong relationship-building skills to connect with trainees and collaborate with other departments.
• Assessment and Feedback: Ability to assess trainee progress and provide constructive feedback for improvement.