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 execution, Training enabling quality business, Ensuring Circle meeting compliance requirement.
Additional Information (Optional)
Org Chart-
NTH
ZTH (ZVP)
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 execution, Training enabling quality business, Ensuring Circle meeting compliance requirement.
Additional Information (Optional)
Org Chart-
NTH
ZTH (ZVP)
CTM
