Chief Manager and Affluent Training Head North & East

Job Title: Axis Affluent North & East Head Axis Affluent South & West Head

Parent Department: Axis channel Location : Delhi Bangalore

Reporting to: Vice President & Head Training-Axis Affluent Head

Experience Required: 812 years in Training & Development & Sales Management in Life Insurance or Financial Services . Experience in the fields of taxation/ NRI markets/affluent markets/ Business Insurance will be added advantage

---

Role Overview:

The Chief Training Manager-New Growth will lead the design and delivery of capability-building programs focused on emerging segments such as NRIs affluent customers business insurance clients apart from protection and annuity market. This role is responsible for equipping teams & stakeholders with the knowledge skills and tools required to successfully penetrate and grow these niche markets.---

Key Responsibilities:

Program Development

Design specialized training content covering product knowledge taxation market nuances regulatory requirements sales techniques and relationship management for these segments.

Training Delivery & Enablement

Plan and conduct training sessions workshops and webinars

Use blended learning approaches including classroom sessions e-learning modules virtual training and on-the-job coaching.

Develop and deploy train-the-trainer (TTT) programs to build internal capability for sustained training delivery.

Sales Support & Performance Coaching

Partner with sales leadership to identify skill gaps and performance challenges in the Affluent channel

Provide ongoing training coaching and mentoring

On-the-job training & field support in terms of case preparation/ FODs for high ticket size cases

Collaboration & Stakeholder Management

Work closely with sales to identify training needs drive training attendance align training initiatives with business execution & provide regular updates of training progress

Work closely with content SMEs marketing product and underwriting teams to develop content & marketing collaterals

Liaise with external training vendors or consultants as needed for specialized content or delivery.

Measurement & Continuous Improvement

Establish metrics to measure training effectiveness and business impact in these segments.

Collect feedback from participants and stakeholders to refine and enhance training programs.

Collect competition industry & regulator insights on regular basis

Stay abreast of industry trends regulatory changes and best practices to continuously evolve the training approach

---

Expected Challenges

Customized content & collaterals readiness on time

Seller and QC teams capability development on documentation and primary underwriting

Versatility to handle multiple growth areas

Ability to travel

Pushing the participant to action-implementation of the learnings to get the business

Creating enough buy in sales stakeholders for training and related business drives

Visibility of Training drives and application of learning

Measure of Success

Execution of classroom virtual self-learning and On-the-Job Training Plan

Session Attendance: 85%; AI based role play completion: 80%

SP certification for Affluent channel

Activation of RM channel

New RM onboarding activation 60%

Increase Productivity and activation for RM

---

Key Requirements:

Education:

Graduate/Postgraduate degree in Business Administration Finance or related field/Charted Accountant

Certifications/qualifications in Learning & Development/Financial Markets/Taxation/Investment/Instructional Design will be added advantage

Experience:

812 years of experience in training & development in the life insurance or financial services industry.

Experience designing and delivering sales training programs for niche markets like NRIs affluent clients or business insurance is added advantage

Skills & Competencies:

Strong understanding of Bancassurance and the wealth RM

Strong understanding of life insurance products and sales processes

Excellent facilitation skills with understanding of adult learning principles instructional design and digital/blended learning methodologies.

Field Orientation-open to on-the -job training and FODs for high ticket cases

Excellent stakeholder management & communication skills.

Data-driven approach to assess training effectiveness and improve programs.

Ability to work cross-functionally and influence multiple stakeholders.

Flexible travel.

Job Title: Axis Affluent North & East Head Axis Affluent South & West Head

Parent Department: Axis channel Location : Delhi Bangalore

Reporting to: Vice President & Head Training-Axis Affluent Head

Experience Required: 812 years in Training & Development & Sales Management in Life Insurance or Financial Services . Experience in the fields of taxation/ NRI markets/affluent markets/ Business Insurance will be added advantage

---

Role Overview:

The Chief Training Manager-New Growth will lead the design and delivery of capability-building programs focused on emerging segments such as NRIs affluent customers business insurance clients apart from protection and annuity market. This role is responsible for equipping teams & stakeholders with the knowledge skills and tools required to successfully penetrate and grow these niche markets.---

Key Responsibilities:

Program Development

Design specialized training content covering product knowledge taxation market nuances regulatory requirements sales techniques and relationship management for these segments.

Training Delivery & Enablement

Plan and conduct training sessions workshops and webinars

Use blended learning approaches including classroom sessions e-learning modules virtual training and on-the-job coaching.

Develop and deploy train-the-trainer (TTT) programs to build internal capability for sustained training delivery.

Sales Support & Performance Coaching

Partner with sales leadership to identify skill gaps and performance challenges in the Affluent channel

Provide ongoing training coaching and mentoring

On-the-job training & field support in terms of case preparation/ FODs for high ticket size cases

Collaboration & Stakeholder Management

Work closely with sales to identify training needs drive training attendance align training initiatives with business execution & provide regular updates of training progress

Work closely with content SMEs marketing product and underwriting teams to develop content & marketing collaterals

Liaise with external training vendors or consultants as needed for specialized content or delivery.

Measurement & Continuous Improvement

Establish metrics to measure training effectiveness and business impact in these segments.

Collect feedback from participants and stakeholders to refine and enhance training programs.

Collect competition industry & regulator insights on regular basis

Stay abreast of industry trends regulatory changes and best practices to continuously evolve the training approach

---

Expected Challenges

Customized content & collaterals readiness on time

Seller and QC teams capability development on documentation and primary underwriting

Versatility to handle multiple growth areas

Ability to travel

Pushing the participant to action-implementation of the learnings to get the business

Creating enough buy in sales stakeholders for training and related business drives

Visibility of Training drives and application of learning

Measure of Success

Execution of classroom virtual self-learning and On-the-Job Training Plan

Session Attendance: 85%; AI based role play completion: 80%

SP certification for Affluent channel

Activation of RM channel

New RM onboarding activation 60%

Increase Productivity and activation for RM

---

Key Requirements:

Education:

Graduate/Postgraduate degree in Business Administration Finance or related field/Charted Accountant

Certifications/qualifications in Learning & Development/Financial Markets/Taxation/Investment/Instructional Design will be added advantage

Experience:

812 years of experience in training & development in the life insurance or financial services industry.

Experience designing and delivering sales training programs for niche markets like NRIs affluent clients or business insurance is added advantage

Skills & Competencies:

Strong understanding of Bancassurance and the wealth RM

Strong understanding of life insurance products and sales processes

Excellent facilitation skills with understanding of adult learning principles instructional design and digital/blended learning methodologies.

Field Orientation-open to on-the -job training and FODs for high ticket cases

Excellent stakeholder management & communication skills.

Data-driven approach to assess training effectiveness and improve programs.

Ability to work cross-functionally and influence multiple stakeholders.

Flexible travel.