Regional Training Manager-Axis-Kerala

Aditya Birla Sun Life Insurance; Kerala; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Aditya Birla Sun Life Insurance in Kerala seeks a Training Manager to lead learning initiatives for financial consultants, oversee induction programs, and upgrade field skills through targeted workshops, aligning with recruitment and selling skills development across the territory.

You will coordinate with the Zonal Training Manager, Axis BB Training Manager, and the Learning and Development department to build content, plan monthly calendars, and travel to branches (12–15 days per month) to

Qualifications

• Strong training delivery and content development skills.
• Willingness to travel across branches.
• Experience in financial services training is preferred.

Responsibilities

• Plan and execute training for internal employees.
• Plan training programs for Relationship Officers to update knowledge.
• Develop content: one-pagers, presentations, sales kits.
• Plan and execute external trainings; travel to branches.
• Maintain training records and achieve KPIs.
• Complete certification programs (Licentiate, Associate, Fellowship, NCFM).

Skills

Training delivery

Content development

Stakeholder coordination

Job description

Reports to: Function

• 16 Mandays, 6 Sales Calls

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:

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

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

• 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 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

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 job description 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)