Regional Manager - Training

Date: May 16, 2025

Location: Kolkata, WB, IN

Company: maxlifeins

Job Description

Job Title

Chief Manager

(Regional Training Manager)

Location

Branch Name

Department

Distribution Capability Centre

Function

DCC – Agency Training

Reporting to

DCC - Zonal Training Head

Band

4B

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

The Regional Training Manager is responsible for overseeing and managing the design, development, and execution of training programs within a specific region. This role focuses on enhancing the skills and performance of employees, agents, and other stakeholders by aligning training initiatives with regional business goals. The Regional Training Manager collaborates with leadership to identify training needs, delivers impactful training sessions, and tracks the effectiveness of programs. Additionally, the role involves coaching and mentoring trainers, ensuring adherence to compliance standards, and promoting a culture of continuous learning and improvement across the region.

 

Key Responsibilities

Business Support:

  • Ownership of all L & D supported business parameters such as 9by90, Proactivity, Product Diversification, Pass%, New ADM Recruitment & MFYP Standards, etc.

 

Administrative:

  • Planning, scheduling, and executing all regular training programs for agents and employees
  • Proactive planning for any special training programs, interventions and management development programs.
  • Coordinating with the General Offices’ and regional leadership for regular performance reviews meetings and sharing of expectations and deliverables between the business managers and the Managers - Training
  • Ensuring time and duration adherence; internal and regulatory compliances
  • Involvement in the joint virtual TCPM sessions conducted by the shared MLD for a cluster
  • Assisting the OHs and Shared MLDs to calendared all training sessions and coordinate batch start dates between offices in a cluster
  • Assisting OHs and Shared MLDs to drive business performance, attendance and digital adoption in the Region

 

Team Development:

  • Sourcing, interviewing and short-listing candidates for final interviews by the Zone Head L&D
  • Retention of the Managers - Training. Proactively managing talent pool.
  • Development of the Training Managers facilitation skills and virtual delivery skills
  • Development of Managers – Training and Floater Trainers; regular performance reviews and feedback for continuous improvements in knowledge and skills
  • Setting Goals and carrying out the annual performance reviews in conjunction with the respective location heads.
  • Traction of the KRAs, Incentives and R&R for the L&D Managers
  • Course correcting any gaps in knowledge, skills or attitudes of the L&D Managers through training, coaching and counseling. Managing disciplinary issues.

 

Quality Assurance:

  • Ensuring adherence to curricula, contents and sessions plan by the trainers.
  • While encouraging different styles of deliveries, ensuring the overall adherence to methodologies as specified in the trainers/facilitators guides. 
  • Ensuring that each program achieves the business objectives it was targeting to achieve.
  • Assisting the home office team in training needs identification of various constituents of agency.
  • Assisting the home office team in carrying out the measurement of training effectiveness.
  • Review with the audit team the efficacy of training in SMART Classrooms

 

Master Trainer:

  • Be the first choice trainer for all the ‘high’ level MDPs and lead company-wide initiatives

 

Key skills required

  • Leadership Skills: Ability to lead and motivate a team of trainers, managing training efforts across multiple locations while ensuring alignment with regional goals.
  • Training & Development Expertise: Proficiency in designing, developing, and delivering effective training programs tailored to the specific needs of employees, agents, and other stakeholders.
  • Strong Communication Skills: Excellent verbal and written communication abilities to deliver clear, engaging, and impactful training sessions.
  • Problem-Solving & Analytical Skills: Ability to identify performance gaps, analyze training needs, and provide solutions to improve employee skills and performance.
  • Sales and Product Knowledge: A deep understanding of the company’s products, services, and sales processes, which is essential for training employees and agents effectively.
  • Coaching and Mentoring: Skill in coaching and mentoring trainers and employees, helping them develop their skills and reach their full potential.
  • Stakeholder Management: Ability to collaborate with regional and senior leadership, ensuring that training strategies align with business objectives and regional priorities.
  • Adaptability & Flexibility: Ability to adjust training approaches to fit diverse learning styles and regional needs, and adapt to changing business or market conditions.
  • Time Management: Efficiently managing multiple training programs, scheduling, and tracking training activities across different locations.
  • Technology Proficiency: Familiarity with Learning Management Systems (LMS), e-learning tools, and other digital platforms for delivering and managing training content.
  • Performance Tracking & Reporting: Ability to assess training effectiveness, track employee progress, and report on outcomes to senior management.
  • Cultural Sensitivity: Understanding and respecting regional and cultural differences when designing and delivering training to a diverse workforce.

Desired qualification and experience

  • Graduate in any discipline
  • At least 5 - 6 years in sales and 4 - 5 years in conducting sales training
  • At least 12 months’ experience as Sales Development Manager.
  • Competence in knowledge about products, processes etc. and training skills

 

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

Chief Manager

(Regional Training Manager)

Location

Branch Name

Department

Distribution Capability Centre

Function

DCC – Agency Training

Reporting to

DCC - Zonal Training Head

Band

4B

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

The Regional Training Manager is responsible for overseeing and managing the design, development, and execution of training programs within a specific region. This role focuses on enhancing the skills and performance of employees, agents, and other stakeholders by aligning training initiatives with regional business goals. The Regional Training Manager collaborates with leadership to identify training needs, delivers impactful training sessions, and tracks the effectiveness of programs. Additionally, the role involves coaching and mentoring trainers, ensuring adherence to compliance standards, and promoting a culture of continuous learning and improvement across the region.

 

Key Responsibilities

Business Support:

  • Ownership of all L & D supported business parameters such as 9by90, Proactivity, Product Diversification, Pass%, New ADM Recruitment & MFYP Standards, etc.

 

Administrative:

  • Planning, scheduling, and executing all regular training programs for agents and employees
  • Proactive planning for any special training programs, interventions and management development programs.
  • Coordinating with the General Offices’ and regional leadership for regular performance reviews meetings and sharing of expectations and deliverables between the business managers and the Managers - Training
  • Ensuring time and duration adherence; internal and regulatory compliances
  • Involvement in the joint virtual TCPM sessions conducted by the shared MLD for a cluster
  • Assisting the OHs and Shared MLDs to calendared all training sessions and coordinate batch start dates between offices in a cluster
  • Assisting OHs and Shared MLDs to drive business performance, attendance and digital adoption in the Region

 

Team Development:

  • Sourcing, interviewing and short-listing candidates for final interviews by the Zone Head L&D
  • Retention of the Managers - Training. Proactively managing talent pool.
  • Development of the Training Managers facilitation skills and virtual delivery skills
  • Development of Managers – Training and Floater Trainers; regular performance reviews and feedback for continuous improvements in knowledge and skills
  • Setting Goals and carrying out the annual performance reviews in conjunction with the respective location heads.
  • Traction of the KRAs, Incentives and R&R for the L&D Managers
  • Course correcting any gaps in knowledge, skills or attitudes of the L&D Managers through training, coaching and counseling. Managing disciplinary issues.

 

Quality Assurance:

  • Ensuring adherence to curricula, contents and sessions plan by the trainers.
  • While encouraging different styles of deliveries, ensuring the overall adherence to methodologies as specified in the trainers/facilitators guides. 
  • Ensuring that each program achieves the business objectives it was targeting to achieve.
  • Assisting the home office team in training needs identification of various constituents of agency.
  • Assisting the home office team in carrying out the measurement of training effectiveness.
  • Review with the audit team the efficacy of training in SMART Classrooms

 

Master Trainer:

  • Be the first choice trainer for all the ‘high’ level MDPs and lead company-wide initiatives

 

Key skills required

  • Leadership Skills: Ability to lead and motivate a team of trainers, managing training efforts across multiple locations while ensuring alignment with regional goals.
  • Training & Development Expertise: Proficiency in designing, developing, and delivering effective training programs tailored to the specific needs of employees, agents, and other stakeholders.
  • Strong Communication Skills: Excellent verbal and written communication abilities to deliver clear, engaging, and impactful training sessions.
  • Problem-Solving & Analytical Skills: Ability to identify performance gaps, analyze training needs, and provide solutions to improve employee skills and performance.
  • Sales and Product Knowledge: A deep understanding of the company’s products, services, and sales processes, which is essential for training employees and agents effectively.
  • Coaching and Mentoring: Skill in coaching and mentoring trainers and employees, helping them develop their skills and reach their full potential.
  • Stakeholder Management: Ability to collaborate with regional and senior leadership, ensuring that training strategies align with business objectives and regional priorities.
  • Adaptability & Flexibility: Ability to adjust training approaches to fit diverse learning styles and regional needs, and adapt to changing business or market conditions.
  • Time Management: Efficiently managing multiple training programs, scheduling, and tracking training activities across different locations.
  • Technology Proficiency: Familiarity with Learning Management Systems (LMS), e-learning tools, and other digital platforms for delivering and managing training content.
  • Performance Tracking & Reporting: Ability to assess training effectiveness, track employee progress, and report on outcomes to senior management.
  • Cultural Sensitivity: Understanding and respecting regional and cultural differences when designing and delivering training to a diverse workforce.

Desired qualification and experience

  • Graduate in any discipline
  • At least 5 - 6 years in sales and 4 - 5 years in conducting sales training
  • At least 12 months’ experience as Sales Development Manager.
  • Competence in knowledge about products, processes etc. and training skills

 

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