ClusterManager-SalesTraining-BFSI

Cluster Manager

Job Description :

Position : Cluster Manager

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 GID's and IID's

- 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/P.G 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