Regional Training Manager Direct Marketing

Designation:

Location: India Kerala Sana Towers, Cochin

Organization: Financial Services

Job Description:

Job Title

Training Managers – DM

Function

Human Resources

Department

Sales Training

Reporting To

(Title)

Sr / Area Training Manager - DSF

Superior’s Superior

(Title)

Zonal Training Manager

Unit

Birla Sun Life Insurance Company Ltd

Location

Zone

Business

Life Insurance

Date

March 2015

1) Job Purpose

To impart training to DSE and Sales Managers in order to upgrade there job knowledge through the induction and develop there skills through interventions periodically in the areas of achieving sales targets and renewal target, which would impact the territory’s productivity.

2) Dimensions

What are the areas (in quantitative terms) the job has an impact on?

Dimension

Remarks

1.

Manpower (Nos.)

NA

NA

3) Job Context & Major Challenges

(What are the specific aspects of the job that provide a challenge to the jobholder in the context of the Unit/Zone?

Key Challenges for the role –

Getting trainees (especially advisors) in the training room as they are not on the payrolls of the company and are not willing to invest time to up bring their capabilities.

The span being large (managing multiple branches over spread locations and large team of existing universe + new hires) the training is being affected.

Geographical distribution

Training infrastructure

Insufficient Training enablers

4) Principal Accountabilities

Accountability

Supporting Actions

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Implementation of training architecture at the regions to ensure that right learning happens which leads to desired capability and performance

Impacting stakeholders of mapped units positively for achieving new sales targets and renewal

Ensure adherence and execution of Training Architecture for DSE’s & Sales Managers of mapped units

Adherence to planned Monthly Calendar with min. 12 training man days excluding fieldwork per month, filling up of STMS & all other online reports and focusing on achieving the same

Facilitate Improving appear to pass % of DSE’s

Aligning with Business & Identifying training needs across the respective region of BSLI and develop content with respect to the gaps

Measuring the effectiveness of all trainings conducted by self, line, vendors & e-learning

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Create Measurable impact on productivity

Evaluating employees current level of knowledge & skills by conducting assessments & keeping the line informed

Conducting specialized programs on managerial for SM’s & DSE’s across respective region

To implement strategic and operational plans for all learning activity ensuring business needs are met and opportunities are maximized

To identify opportunities for enhancing the learning proposition, anticipating business needs and developing innovative and inspiring solutions

To effectively liaise with the Service and Ops vertical to ensure efficiency of product delivery

To maintain key relationships with Managers across BSLI and external providers to ensure effective training solutions are in place to support business objectives

Managing Training Administration

To work cross functionally and cross site to pro actively engage with key stakeholders to ensure a full understanding of the business and be able to offer solutions which ensure the successful delivery of projects in their areas and the wider business

To be able to prioritize training programs and manage any potential conflict in timings of delivery with the business and other activity effectively

To champion training across one’s region in BSLI and influencing key stakeholders including peers

5) Job Purpose of Direct Reports

NA

6) Relationships (If Applicable)

Internal

Frequency

Nature

Sales

Regular

For daily updates.

Training related activities

To update about training interventions

To impart training & upgrading there knowledge

External

Frequency

Nature

Sales Manager

Consultant Trainers

Daily

Daily

To impart training & upgrading there knowledge

To upgrade training skills & discuss about the training calendar.

7) Organizational Relationships (Separate Annexure to be

Attached)

Chief Mgr - HR

Perf, Comp & Ben.

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Job Analyst

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