Job Description

Position

Training manager

Reporting To

Emerging Verticals- Training Head

Department

Distribution Capability Centre

Function

Axis Training

Location

Delhi/Mumbai/Kolkata/Bangalore

Band

4

Job Summary:

A person with strong domain knowledge in Insurance & Financial Planning will be working in a circle managing the integrated Sales & Training team across the geography. Proactive approach required in assessing the learning & development needs effectively aligning programs / interventions with business objectives and creating / executing the Training Modules in Bank Relationship.

Key Responsibilities/ Key Deliverables:

• Imparting Training to Banca/Axis sellers and Max Life Employees as per defined and agreed Man Days across assigned geography. (Regular travel required)
• Providing right training inputs & Sales support to Banca/Axis & Max Life sellers
• Post Training on line certification through Inquizzitive of sellers on the trained module to be completed Once a quarter
• Refresher training should be done before the certification & follow up with bottom candidates should be completed
• Create a robust Training team in circle by skilling the identified / shortlisted sales people so that they manage the training requirements of their clusters / branches
• Drive traffic to E Learning platform / Microsite so that technology can be leveraged to maximize reach
• Ensuring the measures of quality of business in Circle / that of mapped branches are above standards
• Ensuring SPs in 100% of the branches and all regulatory records to be maintained audit ready.
• Traction of data on performance publishing MIS dashboard calendars EDMs etc. timely and effectively in coordination with Bank Circle Office
• Conduct Skill Knowledge & compliance based training programs for the entire patch at regular intervals
• Organize and make presentations in internal and external seminars.
• Develop and manage certification processes Implementing evaluation process online and offline to create a robust feedback and tracking mechanism on product knowledge and skills of all the trainees.

Measures of Success:

Imparting Training:-

Average of 12 Man days of Training : Banca/Axis & Max Life

Refresher Training:-

80% of the RA / ASM clearing their quarterly certification

Ensuring right training inputs :-

90% Employees across vertical to attend Induction training

Activation:

Inactive Seller Activisation : 30%

Product Mix : As per plan

Red Branches:

Turnaround of Red Branches as per plan

Persistency

82.5%

Ensuring SPs in branches :-

100 % branches with 1 SP and 75% branches with 2 SP

100% Certification of SPs on Products ULIP AML Ethics & Compliance before licensing & records of 100% of these SPs to be maintained

Job Specifications:

• Graduate in any Discipline MBA from premier institute is preferred.
• 3 to 4 years of experience in Sales Training Prior experience in insurance essential.
• Result Orientation Customer Centricity Technical Expertise excellent product and basics of life insurance

Knowledge & Skill Matrix:

• Training executionTraining enabling quality businessEnsuring Circle meeting compliance requirement.

Additional Information (Optional):

Org Chart:-

NTH à ZTH (ZVP) à CTM

Job Description

Position

Training manager

Reporting To

Emerging Verticals- Training Head

Department

Distribution Capability Centre

Function

Axis Training

Location

Delhi/Mumbai/Kolkata/Bangalore

Band

4

Job Summary:

A person with strong domain knowledge in Insurance & Financial Planning will be working in a circle managing the integrated Sales & Training team across the geography. Proactive approach required in assessing the learning & development needs effectively aligning programs / interventions with business objectives and creating / executing the Training Modules in Bank Relationship.

Key Responsibilities/ Key Deliverables:

• Imparting Training to Banca/Axis sellers and Max Life Employees as per defined and agreed Man Days across assigned geography. (Regular travel required)
• Providing right training inputs & Sales support to Banca/Axis & Max Life sellers
• Post Training on line certification through Inquizzitive of sellers on the trained module to be completed Once a quarter
• Refresher training should be done before the certification & follow up with bottom candidates should be completed
• Create a robust Training team in circle by skilling the identified / shortlisted sales people so that they manage the training requirements of their clusters / branches
• Drive traffic to E Learning platform / Microsite so that technology can be leveraged to maximize reach
• Ensuring the measures of quality of business in Circle / that of mapped branches are above standards
• Ensuring SPs in 100% of the branches and all regulatory records to be maintained audit ready.
• Traction of data on performance publishing MIS dashboard calendars EDMs etc. timely and effectively in coordination with Bank Circle Office
• Conduct Skill Knowledge & compliance based training programs for the entire patch at regular intervals
• Organize and make presentations in internal and external seminars.
• Develop and manage certification processes Implementing evaluation process online and offline to create a robust feedback and tracking mechanism on product knowledge and skills of all the trainees.

Measures of Success:

Imparting Training:-

Average of 12 Man days of Training : Banca/Axis & Max Life

Refresher Training:-

80% of the RA / ASM clearing their quarterly certification

Ensuring right training inputs :-

90% Employees across vertical to attend Induction training

Activation:

Inactive Seller Activisation : 30%

Product Mix : As per plan

Red Branches:

Turnaround of Red Branches as per plan

Persistency

82.5%

Ensuring SPs in branches :-

100 % branches with 1 SP and 75% branches with 2 SP

100% Certification of SPs on Products ULIP AML Ethics & Compliance before licensing & records of 100% of these SPs to be maintained

Job Specifications:

• Graduate in any Discipline MBA from premier institute is preferred.
• 3 to 4 years of experience in Sales Training Prior experience in insurance essential.
• Result Orientation Customer Centricity Technical Expertise excellent product and basics of life insurance

Knowledge & Skill Matrix:

• Training executionTraining enabling quality businessEnsuring Circle meeting compliance requirement.

Additional Information (Optional):

Org Chart:-

NTH à ZTH (ZVP) à CTM