- JOB SUMMARY:
- Responsible for
- Lead the national capability strategy for the Variable Channel to accelerate business growth in line with channel goals.
- Convert advisor, agency partners, MAP recruitment into sustained productivity through structured onboarding and performance acceleration frameworks.
- Strengthen Sales leadership (ZM/RM/BM) coaching capability to drive field execution excellence.
- Ensure full compliance with Insurance Regulatory and Development Authority of India training and certification mandates.
- Establish a measurable, ROI-driven learning ecosystem that directly links capability investments to revenue outcomes.
- KEY RESPONSIBILITIES:
- Business Support
- Align the national training strategy and calendar with overall business priorities to drive growth and productivity.
- Partner with Sales Heads (National / Zonal / Regional) to identify productivity gaps and deploy targeted capability interventions.
- Drive structured onboarding and early productivity ramp-up for newly recruited advisors, AP, MAP, FLMs and SLMs..
- Support product launches through pre-launch certification and sales readiness programs.
- Build specialized cohorts (MDRT aspirants, MRAs, Protection Champions etc).
- Strengthen field coaching capability of ZMs/RMs through structured coaching frameworks.
- Track and present training impact dashboards linking learning hours to revenue outcomes.
- Administrative:
- Ensure adherence to training and certification guidelines mandated by Insurance Regulatory and Development Authority of India.
- Manage annual training budget with clear ROI tracking.
- Standardize national training content, facilitator guides, and certification processes.
- Oversee training MIS, licensing data, exam pass ratios, and compliance documentation.
- Govern vendor partnerships (content providers, digital platforms, external trainers).
- Ensure audit readiness for internal and regulatory inspections.
- Training Coverage for all levels of target audience.
- Planning the training calendar with the team and proper execution Closure report & discussion with stake holder.
- Training MIS & adherence to calendar activities.
- Ensuring time and duration adherence internal and regulatory compliances
- Team development:
- Lead and develop Regional / Zonal Training Managers to ensure uniform execution standards.
- Build facilitation capability and field credibility of the training team.
- Establish performance scorecards for trainers linked to business KPIs.
- Drive knowledge-sharing forums and quarterly trainer calibration workshops.
- Identify and groom successors within the training function.
- Foster a high-accountability, execution-focused culture within the L&D team
- Retention of the trainers. Proactively managing talent pool.
- Creating the trainer as knowledge hub to the field.
- Self development of the team in insurance certification courses
- Setting Goals and carrying out the annual performance .
- Course correcting any gaps in knowledge, skills or attitudes of the trainers through training, coaching and counseling. Managing disciplinary issues.
Quality Assurance: - Ensuring adherence to curricula, contents and sessions plan by the trainers.
- While encouraging different styles of deliveries, ensuring the overall adherence to methodologies as specified in the trainers/facilitators guides.
- Ensuring that each program achieves the business objectives it was targeting to achieve.
- Ensuring In class training quality and process adherence by regular training audits.
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MEASURES OF SUCCESS:
- Drive Advisor, AP, MAP, BM productivity with the help of RTMs
- To meet the standard Training coverage at all levels
- Planning & Execution of Training calendar
- High Alignment with the channel business objectives
- Driving the digital platform of learning.
- Employee onboarding & development
- Attaining the required Certification of new employee in training inductions
- Compliance
- Branch Visits & Business discussions meet
- Institutionalize a scalable Learning Eco System
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KNOWLEDGE / SKILLS / ABILITIES- Deep expertise in life insurance distribution, advisor productivity economics, and regulatory training compliance
- Strong commercial acumen with proven ability to link capability initiatives to FYP growth, activation, case size, and persistency outcomes.
- Strategic capability design skills - able to build scalable national training architecture across advisor and frontline leadership layers.
- Advanced analytical ability to diagnose productivity gaps and demonstrate measurable training ROI.
- High-impact stakeholder management and influence skills with senior sales leadership.
- Execution rigor with the ability to drive uniform standards, governance discipline, and field-level adoption at scale
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