Assistant Vice President & YBL Strategic Vertical Head - Training

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Date: Jun 7, 2025

Location: Mumbai, MH, IN

Company: maxlifeins

Job Description

Job Title

Assistant Vice President & YBL Strategic Vertical Head

Location

Mumbai

Department

Distribution Capability Centre

Function

Bancassurance Training

Reporting to

DCC –  Head of Bancassurance Training

Band

 

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 Head of Training – Strategic Verticals (Yes Bank Relationship) is a strategic leadership role responsible for driving the training agenda for the Yes Bank–Axis Max Life Insurance Bancassurance Partnership across key verticals, including Rural, Business Banking, and Tele Business. This role involves designing and implementing a comprehensive training strategy to enhance the capabilities of Yes Bank employees (Service Providers - SPs), Axis Max Life Insurance Relationship Associates (RAs), and sales teams across 350+ Rural branches nationwide.

The incumbent will lead a team of training professionals to deliver impactful learning solutions, leveraging a mix of digital platforms, virtual sessions, and classroom-based training. The role requires close collaboration with internal and external stakeholders to align training initiatives with business objectives, drive sales performance, and ensure regulatory compliance.

 

Key Responsibilities

Training Strategy and Design:

  • Develop and implement a training roadmap tailored to the unique needs of the Rural, Business Banking, and Tele Business verticals within the Yes Bank–Axis Max Life Insurance partnership.
  • Design role-specific learning journeys for SPs, RAs, branch managers, and senior leaders to ensure continuous skill development and alignment with business goals.
  • Incorporate digital learning platforms, gamification, and blended learning models to create engaging and scalable training programs.
  • Ensure all training initiatives align with organizational objectives, sales targets, and regulatory compliance requirements.

Stakeholder Engagement and Collaboration:

  • Act as the primary liaison between Yes Bank leadership and Axis Max Life Insurance to align training strategies with shared goals.
  • Partner with cross-functional teams, including sales, marketing, and operations, to create synergies in training delivery.
  • Regularly engage with branch leadership and regional stakeholders to understand and address training requirements and challenges.
  • Build strong relationships with external vendors and learning partners for content creation and delivery innovation.

Leadership and Team Management:

  • Lead a national team of Zonal Training Heads and Trainers, ensuring consistent delivery of training across regions.
  • Provide coaching and mentorship to the training team, fostering a culture of excellence and continuous improvement.
  • Monitor performance metrics of the training team and ensure alignment with organizational KPIs.
  • Drive professional growth and development for the team, enabling them to meet dynamic business needs.

Training Delivery and Execution:

  • Oversee the execution of in-person, virtual, and hybrid training programs, ensuring high-quality delivery.

Focus on critical areas such as:

  • Sales techniques and effectiveness
  • Product knowledge and cross-sell strategies
  • Customer experience and regulatory compliance
  • Soft skills and leadership development
  • Ensure training programs are aligned with business needs and address skill gaps identified through Training Needs Analysis (TNA) and Feedback Group Discussions (FGDs).

Leveraging Technology for Learning:

  • Drive adoption of digital learning tools and platforms (e.g., Learning Management Systems, microlearning apps) to provide flexible and on-demand learning solutions.
  • Introduce innovative technologies like AI-based learning, simulation exercises, and virtual role-plays to enhance learner engagement and retention.
  • Ensure the effective use of digital tools to monitor and track training participation and impact.

Performance Measurement and Reporting:

  • Establish and monitor Key Performance Indicators (KPIs) for all training initiatives, including productivity improvements, sales performance, and training impact metrics.
  • Prepare detailed reports and insights for senior management, highlighting the effectiveness of training interventions and areas for improvement.
  • Use data-driven approaches to refine training strategies and measure ROI on learning initiatives.

 

Key Skills Required

  • Strategic Thinking: Strong ability to design and implement impactful training programs aligned with business objectives.
  • Leadership and Team Management: Demonstrated ability to lead large teams, inspire high performance, and build capabilities within a training function.
  • Stakeholder Management: Exceptional collaboration and relationship-building skills to engage with senior leaders, regional managers, and external partners.
  • Digital Learning Expertise: Proficiency in leveraging technology for training, including LMS platforms, microlearning tools, and virtual delivery methods.
  • Communication and Presentation: Outstanding verbal and written communication skills for stakeholder alignment and impactful delivery.
  • Analytical Skills: Strong data orientation to measure training impact, analyze performance metrics, and make data-driven decisions.

 

Desired qualification and experience

Educational Background:

  • Essential: Graduate in Business, Human Resources, or related fields.
  • Preferred: Postgraduate degree (MBA or equivalent). Certifications like LUTCF, LOMA, AIII, or equivalents are advantageous.

Experience:

  • Minimum 12–15 years of experience in training and development, with at least 5 years in a leadership role managing large-scale training operations.
  • Extensive experience in insurance, banking, or financial services, particularly in training roles focused on sales enablement and capability building.
  • Proven expertise in creating and delivering large-scale learning initiatives in distributed workforce environments.

 

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 Vice President & YBL Strategic Vertical Head

Location

Mumbai

Department

Distribution Capability Centre

Function

Bancassurance Training

Reporting to

DCC –  Head of Bancassurance Training

Band

 

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 Head of Training – Strategic Verticals (Yes Bank Relationship) is a strategic leadership role responsible for driving the training agenda for the Yes Bank–Axis Max Life Insurance Bancassurance Partnership across key verticals, including Rural, Business Banking, and Tele Business. This role involves designing and implementing a comprehensive training strategy to enhance the capabilities of Yes Bank employees (Service Providers - SPs), Axis Max Life Insurance Relationship Associates (RAs), and sales teams across 350+ Rural branches nationwide.

The incumbent will lead a team of training professionals to deliver impactful learning solutions, leveraging a mix of digital platforms, virtual sessions, and classroom-based training. The role requires close collaboration with internal and external stakeholders to align training initiatives with business objectives, drive sales performance, and ensure regulatory compliance.

 

Key Responsibilities

Training Strategy and Design:

  • Develop and implement a training roadmap tailored to the unique needs of the Rural, Business Banking, and Tele Business verticals within the Yes Bank–Axis Max Life Insurance partnership.
  • Design role-specific learning journeys for SPs, RAs, branch managers, and senior leaders to ensure continuous skill development and alignment with business goals.
  • Incorporate digital learning platforms, gamification, and blended learning models to create engaging and scalable training programs.
  • Ensure all training initiatives align with organizational objectives, sales targets, and regulatory compliance requirements.

Stakeholder Engagement and Collaboration:

  • Act as the primary liaison between Yes Bank leadership and Axis Max Life Insurance to align training strategies with shared goals.
  • Partner with cross-functional teams, including sales, marketing, and operations, to create synergies in training delivery.
  • Regularly engage with branch leadership and regional stakeholders to understand and address training requirements and challenges.
  • Build strong relationships with external vendors and learning partners for content creation and delivery innovation.

Leadership and Team Management:

  • Lead a national team of Zonal Training Heads and Trainers, ensuring consistent delivery of training across regions.
  • Provide coaching and mentorship to the training team, fostering a culture of excellence and continuous improvement.
  • Monitor performance metrics of the training team and ensure alignment with organizational KPIs.
  • Drive professional growth and development for the team, enabling them to meet dynamic business needs.

Training Delivery and Execution:

  • Oversee the execution of in-person, virtual, and hybrid training programs, ensuring high-quality delivery.

Focus on critical areas such as:

  • Sales techniques and effectiveness
  • Product knowledge and cross-sell strategies
  • Customer experience and regulatory compliance
  • Soft skills and leadership development
  • Ensure training programs are aligned with business needs and address skill gaps identified through Training Needs Analysis (TNA) and Feedback Group Discussions (FGDs).

Leveraging Technology for Learning:

  • Drive adoption of digital learning tools and platforms (e.g., Learning Management Systems, microlearning apps) to provide flexible and on-demand learning solutions.
  • Introduce innovative technologies like AI-based learning, simulation exercises, and virtual role-plays to enhance learner engagement and retention.
  • Ensure the effective use of digital tools to monitor and track training participation and impact.

Performance Measurement and Reporting:

  • Establish and monitor Key Performance Indicators (KPIs) for all training initiatives, including productivity improvements, sales performance, and training impact metrics.
  • Prepare detailed reports and insights for senior management, highlighting the effectiveness of training interventions and areas for improvement.
  • Use data-driven approaches to refine training strategies and measure ROI on learning initiatives.

 

Key Skills Required

  • Strategic Thinking: Strong ability to design and implement impactful training programs aligned with business objectives.
  • Leadership and Team Management: Demonstrated ability to lead large teams, inspire high performance, and build capabilities within a training function.
  • Stakeholder Management: Exceptional collaboration and relationship-building skills to engage with senior leaders, regional managers, and external partners.
  • Digital Learning Expertise: Proficiency in leveraging technology for training, including LMS platforms, microlearning tools, and virtual delivery methods.
  • Communication and Presentation: Outstanding verbal and written communication skills for stakeholder alignment and impactful delivery.
  • Analytical Skills: Strong data orientation to measure training impact, analyze performance metrics, and make data-driven decisions.

 

Desired qualification and experience

Educational Background:

  • Essential: Graduate in Business, Human Resources, or related fields.
  • Preferred: Postgraduate degree (MBA or equivalent). Certifications like LUTCF, LOMA, AIII, or equivalents are advantageous.

Experience:

  • Minimum 12–15 years of experience in training and development, with at least 5 years in a leadership role managing large-scale training operations.
  • Extensive experience in insurance, banking, or financial services, particularly in training roles focused on sales enablement and capability building.
  • Proven expertise in creating and delivering large-scale learning initiatives in distributed workforce environments.

 

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