Manager - Training

Position

Training manager

Reporting To

Emerging Vertical Training Head

Department

Distribution Capability Centre

Function

Axis AVC Training

Location

Noida /Mumbai/Hyderabad & 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 Axis Virtual Callcenter (AVC) sellers and Max Life Employees as per defined and agreed Man Days.
• Providing right training inputs & on call sales support to AVC
• 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
• Call observation & Call barging at AVC on daily basis.
• Drive traffic to E Learning platform / Microsite so that technology can be leveraged to maximize reach
• Ensuring the measures of quality of business in different segement focusing on Product mix
• Ensuring SPs in 100% of the branches and all regulatory records to be maintained audit ready if required.
• 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 AVC call centers at regular intervals
• 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.
• Supporting to other AVC centers as an additional requirement that required travelling as well.
• Open to implement new training methodologies to enhance training effectiveness across AVC centers.

Measures of Success:

Imparting Training:-

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

Refresher Training:-

80% of the RA / Center Manager 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

Ensuring SPs above 90% in ARB segment :-

NDRM, Burgandy & Priority.

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

Position

Training manager

Reporting To

Emerging Vertical Training Head

Department

Distribution Capability Centre

Function

Axis AVC Training

Location

Noida /Mumbai/Hyderabad & 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 Axis Virtual Callcenter (AVC) sellers and Max Life Employees as per defined and agreed Man Days.
• Providing right training inputs & on call sales support to AVC
• 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
• Call observation & Call barging at AVC on daily basis.
• Drive traffic to E Learning platform / Microsite so that technology can be leveraged to maximize reach
• Ensuring the measures of quality of business in different segement focusing on Product mix
• Ensuring SPs in 100% of the branches and all regulatory records to be maintained audit ready if required.
• 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 AVC call centers at regular intervals
• 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.
• Supporting to other AVC centers as an additional requirement that required travelling as well.
• Open to implement new training methodologies to enhance training effectiveness across AVC centers.

Measures of Success:

Imparting Training:-

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

Refresher Training:-

80% of the RA / Center Manager 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

Ensuring SPs above 90% in ARB segment :-

NDRM, Burgandy & Priority.

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