Chief Manager and Affluent Training Head - South & West

Job Title: Axis Affluent North & East Head , Axis Affluent South & West Head

Parent Department: Axis channel Location : Delhi , Bangalore

Reporting to: Vice President & Head Training-Axis Affluent Head

Experience Required: 8–12 years in Training & Development & Sales Management in Life Insurance or Financial Services . Experience in the fields of taxation/ NRI markets/affluent markets/ Business Insurance will be added advantage

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Role Overview:

The Chief Training Manager-New Growth will lead the design and delivery of capability-building programs focused on emerging segments such as NRIs, affluent customers, business insurance clients apart from protection and annuity market. This role is responsible for equipping teams & stakeholders with the knowledge, skills, and tools required to successfully penetrate and grow these niche markets.---

Key Responsibilities:

Program Development

· Design specialized training content covering product knowledge, taxation, market nuances, regulatory requirements, sales techniques, and relationship management for these segments.

Training Delivery & Enablement

· Plan and conduct training sessions, workshops, and webinars

· Use blended learning approaches including classroom sessions, e-learning modules, virtual training, and on-the-job coaching.

· Develop and deploy train-the-trainer (TTT) programs to build internal capability for sustained training delivery.

Sales Support & Performance Coaching

· Partner with sales leadership to identify skill gaps and performance challenges in the Affluent channel

· Provide ongoing training, coaching and mentoring

· On-the-job training & field support in terms of case preparation/ FODs for high ticket size cases

Collaboration & Stakeholder Management

· Work closely with sales to identify training needs, drive training attendance , align training initiatives with business execution & provide regular updates of training progress

· Work closely with content, SMEs, marketing, product, and underwriting teams to develop content & marketing collaterals

· Liaise with external training vendors or consultants as needed for specialized content or delivery.

Measurement & Continuous Improvement

· Establish metrics to measure training effectiveness and business impact in these segments.

· Collect feedback from participants and stakeholders to refine and enhance training programs.

· Collect competition, industry & regulator insights on regular basis

· Stay abreast of industry trends, regulatory changes, and best practices to continuously evolve the training approach

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Expected Challenges

· Customized content & collaterals readiness on time

· Seller and QC teams’ capability development on documentation and primary underwriting

· Versatility to handle multiple growth areas

· Ability to travel

· Pushing the participant to action-implementation of the learnings to get the business

· Creating enough ‘buy in’ sales stakeholders for training and related business drives

· Visibility of Training drives and application of learning

Measure of Success

· Execution of classroom, virtual ,self-learning and On-the-Job Training Plan

· Session Attendance: 85%; AI based role play completion: 80%

· SP certification for Affluent channel

· Activation of RM channel

· New RM onboarding activation 60%

· Increase Productivity and activation for RM

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Key Requirements:

Education:

· Graduate/Postgraduate degree in Business Administration, Finance, or related field/Charted Accountant

· Certifications/qualifications in Learning & Development/Financial Markets/Taxation/Investment/Instructional Design will be added advantage

Experience:

· 8–12 years of experience in training & development in the life insurance or financial services industry.

· Experience designing and delivering sales training programs for niche markets like NRIs, affluent clients, or business insurance is added advantage

Skills & Competencies:

· Strong understanding of Bancassurance and the wealth RM

· Strong understanding of life insurance products and sales processes

· Excellent facilitation skills with understanding of adult learning principles, instructional design, and digital/blended learning methodologies.

· Field Orientation-open to on-the -job training and FODs for high ticket cases

· Excellent stakeholder management & communication skills.

· Data-driven approach to assess training effectiveness and improve programs.

· Ability to work cross-functionally and influence multiple stakeholders.

· Flexible travel.

Job Title: Axis Affluent North & East Head , Axis Affluent South & West Head

Parent Department: Axis channel Location : Delhi , Bangalore

Reporting to: Vice President & Head Training-Axis Affluent Head

Experience Required: 8–12 years in Training & Development & Sales Management in Life Insurance or Financial Services . Experience in the fields of taxation/ NRI markets/affluent markets/ Business Insurance will be added advantage

---

Role Overview:

The Chief Training Manager-New Growth will lead the design and delivery of capability-building programs focused on emerging segments such as NRIs, affluent customers, business insurance clients apart from protection and annuity market. This role is responsible for equipping teams & stakeholders with the knowledge, skills, and tools required to successfully penetrate and grow these niche markets.---

Key Responsibilities:

Program Development

· Design specialized training content covering product knowledge, taxation, market nuances, regulatory requirements, sales techniques, and relationship management for these segments.

Training Delivery & Enablement

· Plan and conduct training sessions, workshops, and webinars

· Use blended learning approaches including classroom sessions, e-learning modules, virtual training, and on-the-job coaching.

· Develop and deploy train-the-trainer (TTT) programs to build internal capability for sustained training delivery.

Sales Support & Performance Coaching

· Partner with sales leadership to identify skill gaps and performance challenges in the Affluent channel

· Provide ongoing training, coaching and mentoring

· On-the-job training & field support in terms of case preparation/ FODs for high ticket size cases

Collaboration & Stakeholder Management

· Work closely with sales to identify training needs, drive training attendance , align training initiatives with business execution & provide regular updates of training progress

· Work closely with content, SMEs, marketing, product, and underwriting teams to develop content & marketing collaterals

· Liaise with external training vendors or consultants as needed for specialized content or delivery.

Measurement & Continuous Improvement

· Establish metrics to measure training effectiveness and business impact in these segments.

· Collect feedback from participants and stakeholders to refine and enhance training programs.

· Collect competition, industry & regulator insights on regular basis

· Stay abreast of industry trends, regulatory changes, and best practices to continuously evolve the training approach

---

Expected Challenges

· Customized content & collaterals readiness on time

· Seller and QC teams’ capability development on documentation and primary underwriting

· Versatility to handle multiple growth areas

· Ability to travel

· Pushing the participant to action-implementation of the learnings to get the business

· Creating enough ‘buy in’ sales stakeholders for training and related business drives

· Visibility of Training drives and application of learning

Measure of Success

· Execution of classroom, virtual ,self-learning and On-the-Job Training Plan

· Session Attendance: 85%; AI based role play completion: 80%

· SP certification for Affluent channel

· Activation of RM channel

· New RM onboarding activation 60%

· Increase Productivity and activation for RM

---

Key Requirements:

Education:

· Graduate/Postgraduate degree in Business Administration, Finance, or related field/Charted Accountant

· Certifications/qualifications in Learning & Development/Financial Markets/Taxation/Investment/Instructional Design will be added advantage

Experience:

· 8–12 years of experience in training & development in the life insurance or financial services industry.

· Experience designing and delivering sales training programs for niche markets like NRIs, affluent clients, or business insurance is added advantage

Skills & Competencies:

· Strong understanding of Bancassurance and the wealth RM

· Strong understanding of life insurance products and sales processes

· Excellent facilitation skills with understanding of adult learning principles, instructional design, and digital/blended learning methodologies.

· Field Orientation-open to on-the -job training and FODs for high ticket cases

· Excellent stakeholder management & communication skills.

· Data-driven approach to assess training effectiveness and improve programs.

· Ability to work cross-functionally and influence multiple stakeholders.

· Flexible travel.