About Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group an Indian multi business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions through its multichannel distribution including agency and third party distribution partners. Max Life has built its operations over almost two decades through need-based sales process a customer-centric approach to engagement and service delivery and trained human capital. As per public disclosures during the financial year 2019-20 Max Life achieved gross written premium of Rs. 16184 crore. As on 31st March 2020 the Company had Rs. 68471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913660 crore. For more information please visit the Companys website at We Stand for: Caring | A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance. | Collaboration | A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes thus delivers to the organizations ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within & outside teams through inspired cooperation and teamwork. | Customer Obession | A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience. | Growth Mindset | An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance. | People Leadership | A peoples leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching empowering & motivating them to deliver superior business outcomes. |
Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity.
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Key Responsibilities/ Key Deliverables: - Imparting Training to Banca/Axis sellers and Max Life Employees as per defined and agreed Man Days.
- Providing right training inputs & Sales support to Banca/Axis & Max Life sellers - 2 days should be devoted towards training of Max Life employees.
- 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 failed 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.
|
Required Experience:
Senior Manager
About Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group an Indian multi business corporation.Max Life offers comprehensive protection and long-term savings lif...
About Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group an Indian multi business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions through its multichannel distribution including agency and third party distribution partners. Max Life has built its operations over almost two decades through need-based sales process a customer-centric approach to engagement and service delivery and trained human capital. As per public disclosures during the financial year 2019-20 Max Life achieved gross written premium of Rs. 16184 crore. As on 31st March 2020 the Company had Rs. 68471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913660 crore. For more information please visit the Companys website at We Stand for: Caring | A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance. | Collaboration | A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes thus delivers to the organizations ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within & outside teams through inspired cooperation and teamwork. | Customer Obession | A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience. | Growth Mindset | An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance. | People Leadership | A peoples leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching empowering & motivating them to deliver superior business outcomes. |
Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity.
|
Key Responsibilities/ Key Deliverables: - Imparting Training to Banca/Axis sellers and Max Life Employees as per defined and agreed Man Days.
- Providing right training inputs & Sales support to Banca/Axis & Max Life sellers - 2 days should be devoted towards training of Max Life employees.
- 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 failed 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.
|
Required Experience:
Senior Manager
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