Basic Details: Fill the required information about business, unit, location, position, reports to position and date of updation of JD Business Life Insurance

Unit Aditya Birla Sun Life Insurance Location Zone Office Poornata Position Number of the job Reports to: Poornata Position Number

Poornata Position Title of the job Training Manager-Axis BB Reports to: Poornata Position Title Zonal Training Manager Reports to: Function

Sales Training Department Learning and Development Reports to: Department Learning and Development Designation of the Employee

Manager Designation of the Manager Zonal Training Manager Date of writing/updation of JD

- Job Purpose: Write the purpose for which the job exists (in 2-3 lines)

To impart training to FLS in order to upgrade there job knowledge through the induction and develop there skills through interventions periodically in the areas of recruitment and selling skills workshops, which would impact the territory’s productivity
- Dimensions

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

Dimension Remarks

Manpower (Nos.) NA

NA

3 Training for USM 40 - 50 4 Variety of distributors Banca, CA & Broking distributors

- 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

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 (i.e. 1:6) the frequency of training is being affected.




- Geographical distribution
- Training infrastructure

Insufficient Training enablers

- 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)

Key Result Areas Supporting Actions

- Planning and Executing Training for Internal Employees
- Planning training programs for Relationship officers for updating their knowledge and skills
- Being involved with them at branches for client conversations and business conversion
- Solving queries of internal employees over phones and emails
- Aiding business through solving business challenges
- Develop content in terms of one pagers, Presentations, calculators, product comparisons, sales kit etc for stake holders
- Develop content for training internal employees
- Planning and Executing Training for External Employees
- Planning the training calendar for the month after consulting each of the sales stake holder in the assigned territory.
- Execute the month plan as per the calendar by travelling to the assigned branches in their territory
- Maintain records of training and customer conversations
- Ensuring self development
- Complete certification programs such as Licentiate, Associate, Fellowship, NCFM etc




- External trainings to update knowledge in the financial sector
- Ensuring basic KPI’s are met
- 16 Mandays, 6 Sales Calls
- All Relationship officers active month on month in the assigned circle
- Ensure assigned branches are active month on month

Note: The role requires travelling 12-15 days in a month to his/her allocated branches.

- Job Purpose of Direct Reports: Describe the job purpose of the direct report/s to the job (in 2-3 lines for each report)
- Relationships: Describe the nature and purpose of most significant 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 Frequency Nature Internal Sales Regular For daily updates.

Training related activities To update about training interventions To impart training & upgrading there knowledge

External Channel partners

Consultant Trainers

Daily

Daily To impart training & upgrading there knowledge To upgrade there training skills & discuss about the training calendar.

- 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.

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-Axis-Kerala
🏢 Aditya Birla Capital
📍 Kerala