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 Axis Virtual Callcenter (AVC) sellers and Max Life Employees as per defined and agreed Man Days.
Providing right training inputs & on call sales support to AVC
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
Call observation & Call barging at AVC on daily basis.
Drive traffic to E Learning platform / Microsite so that technology can be leveraged to maximize reach
Ensuring the measures of quality of business in different segement focusing on Product mix
Ensuring SPs in 100% of the branches and all regulatory records to be maintained audit ready if required.
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 AVC call centers at regular intervals
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.
Supporting to other AVC centers as an additional requirement that required travelling as well.
Open to implement new training methodologies to enhance training effectiveness across AVC centers.
Measures of Success:
Imparting Training:-
Average of 12 Man days of Training : Banca/Axis & Max Life
Refresher Training:-
80% of the RA / Center Manager clearing their quarterly certification
Ensuring right training inputs :-
90% Employees across vertical to attend Induction training
Activation:
Inactive Seller Activisation : 30%
Product Mix : As per plan
Ensuring SPs above 90% in ARB segment :-
NDRM, Burgandy & Priority.
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 & Skill Matrix:
Training execution, Training enabling quality business, Ensuring Circle meeting compliance requirement.
Additional Information (Optional):
Org Chart:-
NTH à ZTH (ZVP) à CTM
Job Description
Position
Training manager
Reporting To
Emerging Vertical Training Head
Department
Distribution Capability Centre
Function
Axis AVC Training
Location
Noida /Mumbai/Hyderabad & Bangalore
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 Axis Virtual Callcenter (AVC) sellers and Max Life Employees as per defined and agreed Man Days.
Providing right training inputs & on call sales support to AVC
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
Call observation & Call barging at AVC on daily basis.
Drive traffic to E Learning platform / Microsite so that technology can be leveraged to maximize reach
Ensuring the measures of quality of business in different segement focusing on Product mix
Ensuring SPs in 100% of the branches and all regulatory records to be maintained audit ready if required.
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 AVC call centers at regular intervals
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.
Supporting to other AVC centers as an additional requirement that required travelling as well.
Open to implement new training methodologies to enhance training effectiveness across AVC centers.
Measures of Success:
Imparting Training:-
Average of 12 Man days of Training : Banca/Axis & Max Life
Refresher Training:-
80% of the RA / Center Manager clearing their quarterly certification
Ensuring right training inputs :-
90% Employees across vertical to attend Induction training
Activation:
Inactive Seller Activisation : 30%
Product Mix : As per plan
Ensuring SPs above 90% in ARB segment :-
NDRM, Burgandy & Priority.
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 & Skill Matrix:
Training execution, Training enabling quality business, Ensuring Circle meeting compliance requirement.
