Job Description
Bancassurance + training experience
Conduct training modules for Sales Staff, Branch Staff etc
• Conducting induction and on-boarding training programs
• Training on selling skills
• Training on all Insurance products and processes
• Training on all Digital tools and Assets
Conducting training in blended delivery format
• 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
Administrative
• Manager-trainer to drive adoption of the digital learning platform across all roles
• Responsible for driving digital assessments amongst staff.
• Responsible for driving self-learning among staff.
• 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 to all training sessions
• Responsible to capture attendance in TMS/ELM within the stipulated time defined
• Responsible to coordinate with the OH / OHs in calendarizing all training sessions for an office
• Responsible to plan travel for training sessions in various locations as required
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 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
• Attendance of Agents and employees in training sessions
• Activating agents month-on-month against the target
• Compliance on IRDA requirements
• Monthly Achievement against the target for the agents across multiple performance parameters for agents and AADM
• Reduction in training cost
• Awareness level of agents on competition
DESIRED QUALIFICATIONS AND EXPERIENCE
a. Graduate in any discipline
b. At least 2-3 years in sales and 3-4 years in conducting sales training, life insurance domain would be a plus
KNOWLEDGE / SKILLS / ABILITIES
• Learning ability
• Logical thinking
• Must be able to motivate agents
• Should be self motivated, self starter
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💡 Quick Summary
Seeking a career-building opportunity? The Insurance Training Manager in Bancassurance position is now open for candidates interested in the Human Resource (HR) Jobs sector. This role in Jodhpur offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Human Resource (HR) Jobs is a plus.
