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/Broca sellers and Max Life Employees as per defined and agreed Man Days.
Providing right training inputs & Sales support to Banca/Broca & 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 cluster/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 / Cluster that of mapped branches are above standards
Ensuring SPs training on compliance 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/Broca & Max Life
Refresher Training:-
80% of the RA / ASM clearing their quarterly certification
Ensuring right training inputs :-
90% Employees across relationships in Banca & Broca to attend Induction training
Activation:
Inactive RA (FLS) Activisation : As per plan
Product Mix : As per plan
Red Branches:
Turnaround of Red Branches as per plan
Persistency
As per plan
SPs compliance training in branches :-
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
↓
ZTH……ZVP
↓
CTM
Job Description
Job Code:
Position
Reporting To
Training Manager
Department
Distribution Capability Centre
Function
Banca Training
Location
Band
4
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/Broca sellers and Max Life Employees as per defined and agreed Man Days.
Providing right training inputs & Sales support to Banca/Broca & 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 cluster/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 / Cluster that of mapped branches are above standards
Ensuring SPs training on compliance 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/Broca & Max Life
Refresher Training:-
80% of the RA / ASM clearing their quarterly certification
Ensuring right training inputs :-
90% Employees across relationships in Banca & Broca to attend Induction training
Activation:
Inactive RA (FLS) Activisation : As per plan
Product Mix : As per plan
Red Branches:
Turnaround of Red Branches as per plan
Persistency
As per plan
SPs compliance training in branches :-
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.
