Senior Manager - Training

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Date: May 5, 2025

Location: Chandigarh, CH, IN

Company: maxlifeins

Job Description

Job Title

Assistant Manager/Manager/Sr. Manager

Location

 

Department

Distribution Capability Centre

Function

DCC – Axis Training

Reporting to

Regional Manager – Axis Training

Band

5B/4 and 4A

Function Summary

DCC (Distribution Capability Development) Department is dedicated to equipping all sales employees with the essential knowledge and product skills across the company’s diverse financial product offerings.

The department’s primary objective is to empower the sales channels, ensuring that they possess the expertise needed to position the organization as the leading insurance firm in India. By focusing on continuous development, this department drives internal mobility for training employees across various verticals, fostering their personal growth while simultaneously enhancing the growth and success of the firm’s sales teams. This dynamic approach supports a thriving ecosystem where both employees and the organization are set on a path of mutual progress and achievement.

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

  • 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.

Key skills required

  • Industry Knowledge: Strong understanding of life insurance products, regulations, and market trends.
  • Communication Skills: Ability to explain complex concepts clearly and engage with a diverse audience.
  • Presentation Skills: Skilled in creating and delivering effective training sessions and workshops.
  • Coaching and Mentoring: Ability to guide and motivate employees, helping them improve their skills and performance.
  • Product Knowledge: Deep knowledge of life insurance policies, claims processes, underwriting, and sales techniques.
  • Training Development: Experience in designing training materials, modules, and assessments tailored to the audience's needs.
  • Adaptability: Ability to adjust training methods and content to fit different learning styles and levels.
  • Interpersonal Skills: Strong relationship-building skills to connect with trainees and collaborate with other departments.
  • Assessment and Feedback: Ability to assess trainee progress and provide constructive feedback for improvement.

Desired qualification and experience

  • Graduate in any discipline
  • 3-4 years in conducting sales training, life insurance domain would be a plus

About Axis Max Life Insurance

Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited (“MFSL”) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com.

 

#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply

 

Job Description

Job Title

Assistant Manager/Manager/Sr. Manager

Location

 

Department

Distribution Capability Centre

Function

DCC – Axis Training

Reporting to

Regional Manager – Axis Training

Band

5B/4 and 4A

Function Summary

DCC (Distribution Capability Development) Department is dedicated to equipping all sales employees with the essential knowledge and product skills across the company’s diverse financial product offerings.

The department’s primary objective is to empower the sales channels, ensuring that they possess the expertise needed to position the organization as the leading insurance firm in India. By focusing on continuous development, this department drives internal mobility for training employees across various verticals, fostering their personal growth while simultaneously enhancing the growth and success of the firm’s sales teams. This dynamic approach supports a thriving ecosystem where both employees and the organization are set on a path of mutual progress and achievement.

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

  • 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.

Key skills required

  • Industry Knowledge: Strong understanding of life insurance products, regulations, and market trends.
  • Communication Skills: Ability to explain complex concepts clearly and engage with a diverse audience.
  • Presentation Skills: Skilled in creating and delivering effective training sessions and workshops.
  • Coaching and Mentoring: Ability to guide and motivate employees, helping them improve their skills and performance.
  • Product Knowledge: Deep knowledge of life insurance policies, claims processes, underwriting, and sales techniques.
  • Training Development: Experience in designing training materials, modules, and assessments tailored to the audience's needs.
  • Adaptability: Ability to adjust training methods and content to fit different learning styles and levels.
  • Interpersonal Skills: Strong relationship-building skills to connect with trainees and collaborate with other departments.
  • Assessment and Feedback: Ability to assess trainee progress and provide constructive feedback for improvement.

Desired qualification and experience

  • Graduate in any discipline
  • 3-4 years in conducting sales training, life insurance domain would be a plus

About Axis Max Life Insurance

Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited (“MFSL”) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com.

 

#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply