Basic Details: Fill the required information about business, unit, location, position, reports to position and date of updation of JD Business Aditya Birla Capital Unit Aditya Birla Finance Ltd.

Location Mumbai Poornata Position

Number of the job Reports to: Poornata Position Number Poornata Position Title of the job (30 characters max) RTM-Retail Business Reports to: Poornata Position Title Zonal Training Manager – Retail Business Function HR Reports to: Function HR Department HR Reports to: Department HR Designation of the Employee Regional Training Manager - Retail Designation of the Manager Zonal Training Manager – Retail Business Date of writing/updation of JD 12 April 2024 Job Purpose: Write the purpose for which the job exists (in 2-3 lines) ( Max 1325 Characters) To execute learning activities planned as per the learning architecture for the assigned region through ensuring effective training delivery, post program governance, and close engagement with regional business teams to measure and ensure business impact. Person will need to manage learning activities for all businesses in the region as required and also maintain training data. Manage stakeholder relationships at regional level and drive impact on identified business metrics through joint interventions and productivity initiatives.

Maintain close connect with the FLS/FLM workforce, capture relevant feedback and areas of concern and communicate the same back to HO through regular interactions, coordinate with regional / zonal HR SPOCs to ensure all training related as well as non-training related employee issues are addressed effectively and promptly. Ensure on-field shadowing activities to consistently maintain detailed understanding of business environment and challenges faced by the sales and non-sales teams.

Dimensions: Mention quantitative or qualitative parameters that are relevant for the job and provide a better understanding of the scope and scale of the job.

Business Workforce

Number (Max 254 Characters) Poornata: ~6500 (Current) ~8000 (Projected FY25) Non Poornata + External: ~850 (Current) ~1500 (Projected FY25) Unit Workforce Number (Max 254 Characters) Poornata: ~6500 (Current) ~8000 (Projected FY25) Non Poornata + External: ~850 (Current) ~1500 (Projected FY25) Function Workforce Number (Max 254 Characters) Hr: ~125 (Current) ~140 (Projected FY25 Regional Workforce Number (Max 254 Characters) ~ 500 (Current) ~ 600 (Projected FY25) Department workforce No ~ Functional Training Team 17 (Current) 31 (Projected) Other Quantitative and Important Parameters for the job: Budgets/ Volumes/No. of Products/Geography/ Markets/ Customers or any other parameter Combined Book size (AUM) of INR 106,000+ Cr (as on 31 March 2024) Projected Combined Book Size (AUM) for FY24 of INR 140,000 Cr Total approved budget of 3.75 Cr Sales workforce spread over ~400 locations, targeting growth to 500+ locations by FY25 Count of Training Sessions: ~700 Count of Training Person-Days: ~6000+ (excluding ELM) Key Parameters –

Training delivery and maintaining monthly training data for all functional training sessions Accountable for Sales Productivity and Retention Sales Skill building sessions delivery and maintaining data Enabling Customer Experience through Employee Skills enhancement Process: FTR, Compliance , Systems adoption Job Context & Major Challenges: Write the specific aspects of the job that provide a challenge (internal and external) to the jobholder in the context of the Business/Unit/Function/Department/Section ( (Max 3975 Characters) Organization Context:



Aditya Birla Capital is one of India’s largest non-Bank financial conglomerates comprising of businesses ranging from Life Insurance, Health Insurance, Asset Management, Broking, NBFC and Housing Finance, among others.

Business Context: Pivoting from its legacy of largely corporate-oriented lending, ABFL has been growing its retail franchise and footprint strongly in last few years. With a combined book size of 106000 Cr. ; retail franchise through its diversified secured and unsecured loan offerings and omni channel business platform the organisation is poised to grow to next level Over the last 5 years the organization has grown from a headcount of 350 to more than 6000, driven largely by launch of current lines of retail finance business and expansion of branch network. ABFL has seen a large growth especially with its pivot to new credit segments and the geographical expansion to emerging markets in tier 3 and 4 locations.

With a strong focus on portfolio quality and profitability, ABFL’s Retail Sales businesses seek to leverage higher employee productivity and team productivity as competitive advantages. Over last 5 years, the Retail business portfolio has grown from being 30% of total AUM to 65% of total AUM of ABFL and as such, as assumed a much higher strategic importance for the BU and for ABC as a whole. 3 Key Challenges For The Role: Implementing the training architecture and modulating training activities in response to regional requirements and specifications and some central initiatives Building stake holder alignment to achieve higher levels of engagement & productivity for respective region Influence without authority to bring about a culture of learning discipline and create business impact on field Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)- Maximum 10 KRAs can be updated Key Result Areas ( Max 1325 Characters) Supporting Actions ( Max 1325 Characters) Delivery and Impact metrics of L&D; Architecture for the Region Provide inputs and support in designing and development of training architecture basis people insights, market insights, challenges & opportunities specific to assigned region Closely work with regional leads to design, plan and execute region specific training needs Identify impact metrics and track the same jointly with the regional/zonal leadership Share joint accountability for business metrics along with Sales leadership Maintain strong interaction with sales hierarchy for respective region to ensure implementation of learning initiatives and their follow up activities Create awareness and drive usage of various sales tools & aids, leading to a disciplined learning environment and improved productivity Managing Training Delivery Deliver and implement variety of interventions basis architecture, and specific productivity initiatives Deliver flagship/regional training programs for critical audiences and drive business impact with follow-up Maintain discipline of using standardized content and ensure that pre-defined processes are followed Drive adoption and usage of e-learning programs,



online assessment / knowledge management system Maintain regular feedback interaction from regional leaders and take corrective actions Cater to region specific learning needs that may emerge from local challenges and opportunities Product and Process Induction for new hires joining the system, in addition to Accelerate/Prarambh Implement and review the process of calendars & participation dashboards Compile and funnel all training data within timelines to the central team for upload Training Effectiveness Maintain primary effectiveness metric as the pre-defined vector and amplitude of business impact Collect and Review feedback of training on quality norms of delivery and content to improvise on the Training modules and ensure regional flavor Facilitate in creating and driving a monitoring system to assess change in participants post training and related impact on performance and business Train and mobilize internal Subject Matter Experts to leverage their experience and also to facilitate dispersal of tacit knowledge Knowledge Management Framework & Online Assessment System Drive adoption and usage of KMS and Online Assessment System across the assigned zone, and collate feedback for improvement Learning Technology and HR / ABCU initiatives Work closely with business and branch influencers to propagate usage of new learning tools and cross-sell enablers at ABFL / ABC / ABG Act as the first point of contact for resolving learning tech / systems issues Collaborate intensively with the HRBP team to drive employee engagement and central HR initiatives Deliver ABCU skill development trainings (in addition to own calendar) as a shared ABC learning resource, and drive ABCU agenda and periodic initiatives Job Purpose of Direct Reports: Describe the job purpose of the direct report/s to the job (in 2-3 lines for each report) NA Relationships: Describe the nature and purpose of most important contacts or relationship (except superior/team members) with individuals, departments, organizations inside and outside of the organization, that job is required to interact with in order to deliver the job objectives Relationship Type ( Max 80 Characters) Frequency Nature ( Max 1325 Characters) Internal Products & Process Teams Monthly Inputs on Products, Content Regional Business Leadership teams Weekly Engage on needs of the business, provide update on the ongoing productivity interventions and seek feedback Functional Heads Need based Provide update on region-specific learning activity and seek feedback Regional/Zonal HR Team Need based For driving learning initiatives, communication and ensuring compliance by business teams on activities External Vendors / Institutes Weekly / Monthly Support NTM-Retail in identifying and entering into project-based tie ups with vendors / institutes and organizations HR Professional & Forums Ongoing Keep abreast with best practices, industry trends and potential challenges to talent retention and engagement Organizational Relationships: Provide the structure for a level above and below the position for which this is written. Use position titles in the structured and indicate all the reports of the position.

Head-HR | Head – Functional Training and Productivity | National Training Manager – Retail | Zonal Training Manager – Retail | Regional Training Manager – Retail SIGN-OFF: Provide the name of the Manager and the jobholder. Signature needed for the hard copy of the JD. Hard copy to be maintained in the organizational record.

Job Holder

Reports to – Manager Name Signature (needed for the hard copy)

📌 Regional Training Manager- Bangalore (Karnataka)
🏢 Aditya Birla Capital
📍 Karnataka