Senior Manager Training

Job Description

Job Title

Manager/Senior Manager/Chief Manager Strategic Verticals (Bancassurance Training)

Location

Department

Distribution Capability Centre

Function

Bancassurance Training

Reporting to

DCC Head of Bancassurance Training

Band

4/4a/4b

Function Summary

DCC (Distribution Capability Development) Department is dedicated to equipping all sales employees with the essential knowledge and product skills across the companys diverse financial product offerings.

The departments primary objective is to empower the sales channels ensuring that they possess the expertise needed to position the organization as the leading insurance firm in India. By focusing on continuous development this department drives internal mobility for training employees across various verticals fostering their personal growth while simultaneously enhancing the growth and success of the firms sales teams. This dynamic approach supports a thriving ecosystem where both employees and the organization are set on a path of mutual progress and achievement.

Job Summary

The Manager/Senior Manager/Chief Manager Strategic Verticals (Bancassurance Training) is an individual contributor role responsible for driving training initiatives for the Yes BankMax Life Insurance Bancassurance Partnership across strategic verticals such as Emerging Business Banking Rural Business Banking or Spectrum Banking (Tele Vertical).

The primary focus of this role is to ensure the successful onboarding and capability building of Max Life Relationship Associates (RAs) and Service Providers (SPs) in the bank. The incumbent will work towards increasing counter share enhancing people capability and conducting branch-level trainings. This role requires strong collaboration with bank stakeholders at the zone and region level to align training initiatives with business objectives.

Key Responsibilities

Onboarding and Capability Building:

• Drive the onboarding process for new Max Life Relationship Associates (RAs) and Service Providers (SPs) in the assigned vertical.
• Design and deliver role-specific training programs to ensure new joiners are equipped with the necessary skills and knowledge to perform effectively.
• Conduct Training Needs Analysis (TNA) to identify skill gaps and create targeted learning interventions.

Branch Training and Engagement:

• Conduct branch-level trainings to enhance product knowledge sales techniques and customer engagement skills.
• Focus on increasing counter share by empowering SPs and RAs to effectively cross-sell and upsell Max Life Insurance products.
• Regularly visit branches to provide on-ground support address challenges and ensure training effectiveness.

Stakeholder Collaboration:

• Act as the primary training liaison for Yes Bank stakeholders at the zone and region level.
• Build and maintain strong relationships with bank leadership including regional managers branch managers and sales teams.
• Collaborate with internal teams (sales marketing and operations) to align training initiatives with business goals.

Training Delivery and Execution:

• Deliver in-person virtual and hybrid training sessions tailored to the needs of the assigned vertical.
• Focus on critical areas such as:
• Product knowledge and cross-sell strategies
• Sales techniques and customer engagement
• Regulatory compliance and soft skills development
• Ensure training programs are engaging impactful and aligned with business objectives.

Performance Tracking and Improvement:

• Monitor the performance of RAs and SPs post-training to assess the effectiveness of learning interventions.
• Provide feedback and coaching to improve individual and team performance.
• Use data-driven insights to refine training strategies and address performance gaps.

Vertical-Specific Training Customization:

• Customize training programs to address the unique needs of the assigned vertical (e.g. Emerging Business Banking Rural Business Banking or Spectrum Banking).
• Stay updated on industry trends regulatory changes and best practices relevant to the vertical.

Key Skills Required

• Training Delivery: Expertise in designing and delivering impactful training programs for distributed teams.
• Stakeholder Management: Strong collaboration and relationship-building skills to engage with bank stakeholders.
• Sales Enablement: Ability to enhance sales capabilities and drive business outcomes through training.
• Communication and Presentation: Excellent verbal and written communication skills for effective training delivery and stakeholder engagement.
• Problem Solving: Strong analytical skills to identify challenges and implement effective solutions.
• Adaptability: Ability to customize training programs to meet the unique needs of different verticals.

Desired qualification and experience

Educational Background:

• Essential: Graduate in Business Finance or related fields.
• Preferred: Postgraduate degree (MBA or equivalent). Certifications in insurance or banking (e.g. LUTCF LOMA AIII) are advantageous.

Experience:

• Manager: 58 years of experience in training sales or operations within the insurance or banking sector.
• Senior Manager: 812 years of experience with a focus on bancassurance training or related roles.
• Chief Manager: 12 years of experience with a proven track record of leading training initiatives in strategic verticals.
• Experience in individual contributor roles with a focus on stakeholder management and training delivery.

About Axis Max Life Insurance

Axis Max Life Insurance Limited formerly known as Max Life Insurance Company Ltd. is a Joint Venture between Max Financial Services Limited (MFSL) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24 Axis Max Life Insurance has achieved a gross written premium of INR 29529 Cr. For more information please visit the company website at .

#ComeAsYouAre LGBTQIA and PwD candidates of all ages are encouraged to apply

Job Description

Job Title

Manager/Senior Manager/Chief Manager Strategic Verticals (Bancassurance Training)

Location

Department

Distribution Capability Centre

Function

Bancassurance Training

Reporting to

DCC Head of Bancassurance Training

Band

4/4a/4b

Function Summary

DCC (Distribution Capability Development) Department is dedicated to equipping all sales employees with the essential knowledge and product skills across the companys diverse financial product offerings.

The departments primary objective is to empower the sales channels ensuring that they possess the expertise needed to position the organization as the leading insurance firm in India. By focusing on continuous development this department drives internal mobility for training employees across various verticals fostering their personal growth while simultaneously enhancing the growth and success of the firms sales teams. This dynamic approach supports a thriving ecosystem where both employees and the organization are set on a path of mutual progress and achievement.

Job Summary

The Manager/Senior Manager/Chief Manager Strategic Verticals (Bancassurance Training) is an individual contributor role responsible for driving training initiatives for the Yes BankMax Life Insurance Bancassurance Partnership across strategic verticals such as Emerging Business Banking Rural Business Banking or Spectrum Banking (Tele Vertical).

The primary focus of this role is to ensure the successful onboarding and capability building of Max Life Relationship Associates (RAs) and Service Providers (SPs) in the bank. The incumbent will work towards increasing counter share enhancing people capability and conducting branch-level trainings. This role requires strong collaboration with bank stakeholders at the zone and region level to align training initiatives with business objectives.

Key Responsibilities

Onboarding and Capability Building:

• Drive the onboarding process for new Max Life Relationship Associates (RAs) and Service Providers (SPs) in the assigned vertical.
• Design and deliver role-specific training programs to ensure new joiners are equipped with the necessary skills and knowledge to perform effectively.
• Conduct Training Needs Analysis (TNA) to identify skill gaps and create targeted learning interventions.

Branch Training and Engagement:

• Conduct branch-level trainings to enhance product knowledge sales techniques and customer engagement skills.
• Focus on increasing counter share by empowering SPs and RAs to effectively cross-sell and upsell Max Life Insurance products.
• Regularly visit branches to provide on-ground support address challenges and ensure training effectiveness.

Stakeholder Collaboration:

• Act as the primary training liaison for Yes Bank stakeholders at the zone and region level.
• Build and maintain strong relationships with bank leadership including regional managers branch managers and sales teams.
• Collaborate with internal teams (sales marketing and operations) to align training initiatives with business goals.

Training Delivery and Execution:

• Deliver in-person virtual and hybrid training sessions tailored to the needs of the assigned vertical.
• Focus on critical areas such as:
• Product knowledge and cross-sell strategies
• Sales techniques and customer engagement
• Regulatory compliance and soft skills development
• Ensure training programs are engaging impactful and aligned with business objectives.

Performance Tracking and Improvement:

• Monitor the performance of RAs and SPs post-training to assess the effectiveness of learning interventions.
• Provide feedback and coaching to improve individual and team performance.
• Use data-driven insights to refine training strategies and address performance gaps.

Vertical-Specific Training Customization:

• Customize training programs to address the unique needs of the assigned vertical (e.g. Emerging Business Banking Rural Business Banking or Spectrum Banking).
• Stay updated on industry trends regulatory changes and best practices relevant to the vertical.

Key Skills Required

• Training Delivery: Expertise in designing and delivering impactful training programs for distributed teams.
• Stakeholder Management: Strong collaboration and relationship-building skills to engage with bank stakeholders.
• Sales Enablement: Ability to enhance sales capabilities and drive business outcomes through training.
• Communication and Presentation: Excellent verbal and written communication skills for effective training delivery and stakeholder engagement.
• Problem Solving: Strong analytical skills to identify challenges and implement effective solutions.
• Adaptability: Ability to customize training programs to meet the unique needs of different verticals.

Desired qualification and experience

Educational Background:

• Essential: Graduate in Business Finance or related fields.
• Preferred: Postgraduate degree (MBA or equivalent). Certifications in insurance or banking (e.g. LUTCF LOMA AIII) are advantageous.

Experience:

• Manager: 58 years of experience in training sales or operations within the insurance or banking sector.
• Senior Manager: 812 years of experience with a focus on bancassurance training or related roles.
• Chief Manager: 12 years of experience with a proven track record of leading training initiatives in strategic verticals.
• Experience in individual contributor roles with a focus on stakeholder management and training delivery.

About Axis Max Life Insurance

Axis Max Life Insurance Limited formerly known as Max Life Insurance Company Ltd. is a Joint Venture between Max Financial Services Limited (MFSL) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24 Axis Max Life Insurance has achieved a gross written premium of INR 29529 Cr. For more information please visit the company website at .

#ComeAsYouAre LGBTQIA and PwD candidates of all ages are encouraged to apply