Manager - Training

Position Title

Area Training Manager DSF

Department

Distribution Training DSF

Level/ Band

401/Manager

Reports To

Zonal Training Head DSF

Geographic Area Covered

Respective Branches

Stakeholders Internal

Sales Team

Interact / Train & Coach RM's to help them achieve sales targets & desired product mix.

. Visit allocated branches on a regular basis to ensure that training needs are identified & training courses planned accordingly

. Freeze, by month end, training calendar for the following months

. Visit branches & Conduct Trainings as per calendar/need/flavor of the month

. Train/Coach RM's on identifying & understanding life insurance needs of clients & pitch appropriate TALIC solutions and support them in joint calls where required.

. Build good relationships

. Do JFW with RM to drive activation & product mix.

Provide operational support

. Act as a Single Point of Contact for all training related issues

Analytics/ Comparisons/MIS & Reporting

. Ability to analyze competition products and provide compelling reasons basis this analysis on advantages & strengths of TALIC products vis--vis market

. Ability to understand FUND performance reports of TALIC funds and compare them with other ULIP funds as per similar asset class and provide compelling reasons on strengths of TALIC funds in various asset classes basis chosen benchmark with that of other funds of similar class.

. Ability to understand and explain various investment assets class and opportunities and position where life insurance as an investment asset class stands out & fits in.

. Design and circulate training related to MIS/ Training Calendar/ Training Coverage etc. to various stakeholders as required

. Analyze data cuts on Performance of RM's pre & post training & take corrective action, plan training and coaching basis the same.

Training of Sales Teams

. Monitor/Develop training plan

. Impart training - induction and follow-up trainings as per Training Road Map.

Competency For
Area Training Manager

Proficiency Scale

Proficiency Scale Description

Domain Knowledge and

Market Awareness

Thorough understanding of the industry, domain, knowledge and skills sets required to excel within the function and to deliver responsibilities

assigned to individual roles effectively.

4

Is on top of the latest trends, technology and tools available in instructional design

space and helps the team to embrace them

effectively.

Uses business/market awareness and innovation to create content which is original

and impactful.

Has the ability to anticipate challenges faced by learners and suggest changes in

learning plan and design that can be incorporated by team members.

Has the ability to mix and match appropriate ID principles to resolve design problems

and leads the way for the team in innovation and creativity.

Is a domain expert in life insurance or financial domain.

Building and

Managing Relationships -

Collaborating with key stakeholders and team members to build positive working relationships based on confidence, trust and sensitivity to facilitate the accomplishment of common work/ business goals.

4

Proactively seeks out to identify and establish relationships which might be crucial for achieving long term success. Build strong alliances with intra department colleagues / stakeholders that would support his/her team achieve business results. Takes efforts to ensure that key contacts and networks also find it beneficial to maintain relationships. Encourages own team members to build nurturing relationships

People Management

Take genuine efforts to help individuals or teams to maximize their

potential by providing guidance and motivating them through personal

connect.

4

Creates a collaborative environment and continuously motivates the team to work together.

Empathize and maintain an on-going two-way communication with team members.

It makes team members understand criticality of their contribution to the team's success and facilitates understanding of interdependencies among roles.

Advice and coach others by sharing experiences and discussing how to handle current or anticipated concerns.

Drive for Results

Exhibits passion, drive and perseverance to plan tasks and deliver results

with consistency, as per the required business goals by overcoming

challenges and holding self and others accountable

4

Sets stretched goals for self and others.

Continuously motivates team members to demonstrate passion and drive to achieve

the results and take accountability for the same.

Facilitates goal accomplishment by planning and monitoring work, anticipating

possible obstacles and making process enhancements to achieve team goals.

Technical

. Sales experience in life insurance or other field

. Good Knowledge of MS Office Power-point & Word

. Life Insurance subject matter expertise

. Life Insurance Product knowledge

. Analytical skills to compare life insurance products

. Good understanding of financial products, equity market, portfolio diversification, financial planning knowledge & skills

. Team Management skills

. Mentoring skills

. Business perspective & planning

. Performance Management skills

. Finance / Insurance industry awareness

. Self-management

. Problem solving skills

Peer level co-ordination and influencing skills

Behavioral

Essential

Desired

Interpersonal skills

.

Communication skills

.

Creative thinking skills

.

Supervising/Leadership skills

.

Teamwork Skills

.

Influencing skills

.

Relationship Building skills

.

Decision making skills

.

Essential

Desired

Qualification

Graduation with MBA preferred

At least 2 papers of CFP (AFP), preferably a CFP Insurance Qualification like LUTCF, LOMA Level 1/AIII will be an added advantage

Experience

1. At least 5 years of sales experience

2. Life Insurance Sales Training experience essential

3. Should have exposure to service-to-sales training

1. Experience in handling in Sales or Training area