Regional Training Manager-DSF (Surat)

Job Title: Regional Training Manager-DSF (Surat)

Company: Aditya Birla Sun Life Insurance

Job Purpose

• Impart training to FLS and Advisors to upgrade their job knowledge through induction.
• Develop their skills through periodic interventions in recruitment and selling skills workshops, impacting territory productivity.

Job Context & Major Challenges

• Job Context: Impart training to FLS and Advisors to upgrade their job knowledge through induction and develop their skills through periodic interventions in recruitment and selling skills workshops, impacting territory productivity.
• Challenges:
• Securing trainee attendance (especially advisors) who are not company payroll and may not be willing to invest time.
• Training being affected by the large span of managing multiple branches across spread locations and a large team of existing universe plus new hires.
• Geographical distribution.
• Training infrastructure.
• Insufficient training enablers.

Key Result Areas (KRAs) & Supporting Actions

• KRA1: Implementation of training architecture at the regions

• Ensure right learning happens, leading to desired capability and performance.

• Publish and implement the monthly training calendar for branches (e.g., licensing training, advisor induction, selling skills & domain training, product refreshers).

• Maintain strong contracting with sales hierarchy to ensure implementation and follow-up of learning initiatives.

• Create awareness and drive usage of various sales tools & aids.

• Play critical roles during important events (e.g., new product & fund launches, regulatory changes) by organizing and executing launch plans with speed and accuracy.

• Implement region learning interventions to solve regional problems and grab regional opportunities.

• Implement training initiatives that support seasonal business opportunities.

• KRA2: Create Measurable impact on productivity

• Ensure satisfactory pass percentage of advisors attending 4-day refresher training (at least 60% of attendees).

• Manage 1st month performance of new licensed advisors (measured through RCM) to 80% active with a minimum defined modal premium.

• Manage 3 months consistency in activization of new advisors (measured through RCM STAR) to 40%.

• Manage new FLS production up to 6 months from joining (measured through GSG program) to 40% qualification.

• Achieve these through effective training delivery, goal setting, stakeholder alignment, and ground-level support.

• KRA3: Managing Training Administration

• Ensure self and team members follow processes for planning, record keeping, and expense control.