Job Description

:

Business

Financial Services HO

Unit

AB Sun Life Insurance Co Ltd

Location

Adyar - Chennai

Poornata Position Number of the job

165713

Reports to: Poornata Position No

167397

Poornata Position Title of the job

ZH-ZTH-HR Sls Training HDFC-Che

Reports to: Poornata Position Title

Deputy Vice President

Function

Human Resources

Reports to: Function

Human Resources

Department

HR Sales Training

Reports to: Department

HR Sales Training

Date of Last

Updation/Approval

22-Sep-2021

The purpose of the job is to implement training architecture and training road map for the assigned zone through the team, training the Zonal HDFC Sales staff to enhance the productivity of the zone with specific capability development interventions.

1) Job Purpose:

2) Dimensions:

Business/SBU/Unit Revenue

-

Business Workforce Number

Unit Workforce Number

Function Workforce Number

Department Workforce Number

Other Quantitative and Important Parameters for the Job: Budgets/ Volumes/No. of Products/Geography/ Markets/ Customers or any other

parameter

Job Context/Job Challenges: Building stake holder alignment to achieve higher levels of engagement & productivity in advisors/FLS/BM & BH. Managing the ever changing regulatory framework in implanting & managing all activities leading to a smooth transition Catering to new initiatives and product launches amidst existing priorities Managing and responding to ad-hoc requests for Customised Delivery of Training Programs across levels and Channel Partners Allocating the resources in the optimum way to ensure maximum productivity and effective delivery of training programs within stipulated guidelines Delivering both ...learning initiatives and their measurable impacts on multiple parameters

3) Job Context & Major Challenges:

4) Key Result Areas/Accountabilities:

Key Result Areas/Accountabilities

Supporting Actions

Co-creation, Implementation & Institutionalization of training architecture at the Zones & Regions

Provide inputs in designing and development of training architecture basis people insights, market insights, challenges & opportunities. Work closely with central content team in creating the learning architecture Play role in launching the architecture and building stake holder alignment & engagement in building understanding of architecture followed by adherence to ensure that desired learning of team members happen. Maintain strong contracting with sales hierarchy to ensure implementation of learning initiatives and their follow up activities.

Co-creation, Implementation & Institutionalization of training architecture at the Zones & Regions

Create awareness and drive usage of various sales tools & aids This activities lead to a disciplined learning environment and improved performance, Play critical roles during important events (e.g. new product & fund launches, regulatory changes, etc). Task involves organizing and executing the launch plans, creating awareness with speed & accuracy. Leverage support of all functions in ensuring that desired team is supported

well

Managing Training Delivery

Ensuring that zonal team of ATMs and trainers do publish and adhere to the monthly training calendar. The training delivery will include training of advisors, FLS & BM BH. The training interventions include new joinee inductions, variety of interventions basis architecture, and product launches

Team Development

Conducting regular team development activities, review, feedback and demonstration sessions Take correct action

and coach team members

5) Job Purpose of Direct Reports:

Position Title

Job Purpose

Position No.

TM-RTM

Conduct TNI and plan training interventions and training calendar for the assigned branches (a Training Manager typically handles 5 to 6 branches) Design training content for the local training requirements Conduct product, process and soft skills trainings for sales managers, insurance advisors and channel partners as per the training calendar and local requirements Provide on the field coaching to sales managers and insurance advisors Handhold new managers and advisors for a certain period and drive basic minimum productivity from them Maintain and flash dashboards and scorecards on training coverages and productivity to stakeholders

00134258

TM-Trng Mrg-HR Sls Tr TPD-Comb

To impart training to ROs 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 territorys productivity.

00178569

6) Relationships:

Relationship Type (Internal or External)

Frequency & Nature

Internal 1.Product Team

Nature & Frequency New product Launches-Need Based

2.Compliance

Content Approvals-Need Based

External 1.RO

Nature & Frequency Training Need Analysis -Regular

2.External Vendors

Training Facilities-Need Based

7) Organizational Relationships:

Position that It reports into

Position and its peers (NoP

= 24)

Position/s that reports into (NoP

= 2)

ZI Trng Lucknow

ZH-ZTH-HR Sls Training

TM-RTM

TPD-Che

TM-Trng

Mrg-HR

Sls

Tr

TPD-

ArI Trng Lucknow

Comb

ArI Trng Chandigarh 2

ArI Trng Raipur

ArI Trng Patna

TRM-Banca-HDFC BR-Orissa

TM-TRM-Bnc-HDFC BR-

Guwahati

Trng Manager-Branch Banking

Trng Mngr HDFC Banca

Training Mnger -Jaipur HDFC

BB

Trng Manager-Branch Banking

TM-Branch Banking

TM-Trng Mgr-Pune

TM-Trng Mgr- Nashik

TM-Trng Mgr-Banca-HDFC- Goregao

Rgnl Trng Mgnr- TPD- Chnn TM Trng Manager BB Surat TM HDFC Bank Relationship BB B

AM-HDFC-Brnch Bankg- Goregaon

Assistant Manager HDFC BB Pune

TM HDFC Bank Rela ship Non Br

TRM- HDFC Bnk Rel-Pune AM-Trng Mrg-HR SL Trng DSF-Gor

AM-Tr Mrg-Banca HDFC BR- Bhopal

Declaration: This job description is a true reflection of the position

Job Holder

Reports to \xe2\x80\x93 Manager

Name

Date of

Entry/Approval

Aditya Birla Group