Job Description
Position
Training manager
Reporting To
Emerging Verticals- Training Head
Department
Distribution Capability Centre
Function
Axis Training
Location
Delhi / Mumbai / Kolkata / Bangalore
Band
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 insuranceKnowledge & Skill Matrix :
Training executionTraining enabling quality businessEnsuring Circle meeting compliance requirement.Additional Information (Optional) :
Org Chart : -
NTH à ZTH (ZVP) à 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
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 sellersPost Training on line certification through Inquizzitive of sellers on the trained module to be completed Once a quarterRefresher training should be done before the certification & follow up with bottom candidates should be completedCreate a robust Training team in circle by skilling the identified / shortlisted sales people so that they manage the training requirements of their clusters / branchesDrive traffic to E Learning platform / Microsite so that technology can be leveraged to maximize reachEnsuring the measures of quality of business in Circle / that of mapped branches are above standardsEnsuring 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 OfficeConduct Skill Knowledge & compliance based training programs for the entire patch at regular intervalsOrganize 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 insuranceKnowledge & Skill Matrix :
Training executionTraining enabling quality businessEnsuring Circle meeting compliance requirement.Additional Information (Optional) :
Org Chart : -
NTH à ZTH (ZVP) à CTM
Required Experience :
Senior Manager
Key Skills
Car Driving,Apache,Import,Back Office Operations,Accident Investigation
Employment Type : Full Time
Experience : years
Vacancy : 1