Job Description
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 :-
+0% 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, a LIII or AIII will be preferred.
Knowledge & Skill Matrix:
• Training execution, Training enabling quality business, Ensuring Circle meeting compliance requirement
/ 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 :-
+0% 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, a LIII or AIII will be preferred.
Knowledge & Skill Matrix:
• Training execution, Training enabling quality business, Ensuring Circle meeting compliance requirement
💡 Quick Summary
Seeking a career-building opportunity? The Manager | Bancassurance Training position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
