RTM-HDFC-BB-Indore Full Time

• 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

• Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)
• 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.