Job Details
Job DescriptionJob Code:PositionReporting ToZone Training HeadDepartmentDistribution Capability CentreFunctionBanca/Axis TrainingLocationBand5B-4B 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
- 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 Persistency825% 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, a LIII or AIII will be preferred
Knowledge & Skill Matrix:
- Training execution,Training enabling quality business,Ensuring Circle meeting compliance requirement
Additional Information (Optional):Org Chart:- NTH ZTHZVP CTMJob LocationDelhi - GO3 Job DescriptionJob Summary:Key Responsibilities/ Key Deliverables:Measures of Success:Job Summary:Knowledge & Skill Matrix:Additional Information (Optional):Job DescriptionJob Code:PositionReporting ToZone Training HeadDepartmentDistribution Capability CentreFunctionBanca/Axis TrainingLocationBand5B-4B 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.
- 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 Persistency82.
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, a LIII or AIII will be preferred
Knowledge & Skill Matrix:
- Training execution,Training enabling quality business,Ensuring Circle meeting compliance requirement
Additional Information (Optional):Org Chart:- NTH ZTHZVP CTM