Vice President & Head - Affluent, Business Insurance - Axis Training

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Date: May 14, 2025

Location: Mumbai, MH, IN

Company: maxlifeins

Affluent Training Head (Axis Relationship)

Job Title: VP & Head Training - Affluent Business Axis

Department: DCC
Reporting To: Head – Training, Axis
Location: Open (with extensive travel)

Key Responsibilities:

  • Strategic Leadership: Lead the specialized training team, driving initiatives focused on Affluent Team and specialised solutions catering to NRI and Business Insurance
  • Capability Development: Build the capability of sales teams and the training function to enhance the penetration of NRI Solutions, and Business Insurance across AMLI.
  • External Stakeholder Management: Engage with Bank TPP teams, Bank Segment Heads, and key industry partners to drive training-led business growth and ensure alignment with business objectives
  • Market Intelligence & Customization Support: Share market intelligence and competitor insights with the Product and Underwriting teams to develop customized offerings tailored to the unique needs of each sales channel.
  • Training Content & Collaterals: Develop playbooks, sales kits, customized training materials, and collaterals tailored to each sales channel.
  • Sales Enablement: Partner with sales leaders to implement training strategies that translate into measurable business growth.
  • Competitive Insights & Market Analysis: Gather and analyze competitor training strategies, sales enablement techniques, and industry best practices to ensure a differentiated approach.
  • Capability Development: To manage training & development objective of the allotted Axis Bank Affluent Segment RMs and ICs and closely work with the sales team of both Max Life Insurance & Partner to formulate training strategy as per need.
  • To ensure optimal training coverage to realize desired sales & product mix objective.
  • To plan training calendar and ensure training coverage as per planned calendar & training needs & agreed flavor of the month.
  • To ensure that right selling behavior, sales ethics and right sales practices are embedded through the training imparted in line with company standards and regulations.
  • To ensure delivery of skill, behavioral & sales oriented training.
  • To Interact Train & Coach Axis Bank RM's & Investment Counselors to help them achieve sales targets & desired product mix.
  • Travel regional locations on a regular basis to ensure that training needs are identified & trainings planned accordingly
  • Freeze, by month end, in agreement with Partner Sales team & Partner Insurance Counsellors, training calendar for the following months
  • Support RM's them in joint calls where required.
  • Build good relationships & interact informally with Axis CO to ensure smooth flow of business &  training transactions.
  • Act as a Single Point of Contact for all training related issues for RM Channels
  • SP Licensing: Act as a coordinator between MLI & TPP team for licensing training, renewal training, licensing exam fixing and all training administration related work
  • Business Insurance: To manage a team of BIC (CAs ) and drive business insurance solutions for the channel
  • Analytics Comparisons MIS & Reporting
    • Ability to analyze competition products and provide compelling reasons basis these analyses on advantages & strengths of Max Life products vis vis market
    • Ability to understand FUND performance reports of MAX LIFE funds and compare with other ULIP funds as per similar asset class and provide compelling reasons on strengths of MAX LIFE funds in various asset classes basis chosen benchmark with that of other funds of similar class.
    • Ability to understand and explain various investment assets class and opportunities and position where life insurance as an investment asset class stands out & fits in.
    • Design and circulate training related MIS Training Calendar Training Coverage etc. to various stakeholder as required
    • Analyze data cuts on Performance of RM's pre & post training & take corrective action, plan training and coaching basis the same.
  • Skills Required
  • Technical Sales experience in life insurance or other field
  • Good Knowledge of MS Office Power point, Word and Excel
  • Life Insurance subject matter expertise
  • Life Insurance Product knowledge
  • Analytical skills to compare life insurance products
  • Good understanding of financial products, equity market, portfolio diversification, financial planning knowledge & skills
  • HNI Selling
  • Business Insurance
  • NRI Selling
  • Mentoring skills
  • Business perspective & planning
  • Performance Management skills
  • Finance Insurance industry awareness
  • Self-management
  • Problem solving skills
  • Peer level co ordination and influencing skills

Affluent Training Head (Axis Relationship)

Job Title: VP & Head Training - Affluent Business Axis

Department: DCC
Reporting To: Head – Training, Axis
Location: Open (with extensive travel)

Key Responsibilities:

  • Strategic Leadership: Lead the specialized training team, driving initiatives focused on Affluent Team and specialised solutions catering to NRI and Business Insurance
  • Capability Development: Build the capability of sales teams and the training function to enhance the penetration of NRI Solutions, and Business Insurance across AMLI.
  • External Stakeholder Management: Engage with Bank TPP teams, Bank Segment Heads, and key industry partners to drive training-led business growth and ensure alignment with business objectives
  • Market Intelligence & Customization Support: Share market intelligence and competitor insights with the Product and Underwriting teams to develop customized offerings tailored to the unique needs of each sales channel.
  • Training Content & Collaterals: Develop playbooks, sales kits, customized training materials, and collaterals tailored to each sales channel.
  • Sales Enablement: Partner with sales leaders to implement training strategies that translate into measurable business growth.
  • Competitive Insights & Market Analysis: Gather and analyze competitor training strategies, sales enablement techniques, and industry best practices to ensure a differentiated approach.
  • Capability Development: To manage training & development objective of the allotted Axis Bank Affluent Segment RMs and ICs and closely work with the sales team of both Max Life Insurance & Partner to formulate training strategy as per need.
  • To ensure optimal training coverage to realize desired sales & product mix objective.
  • To plan training calendar and ensure training coverage as per planned calendar & training needs & agreed flavor of the month.
  • To ensure that right selling behavior, sales ethics and right sales practices are embedded through the training imparted in line with company standards and regulations.
  • To ensure delivery of skill, behavioral & sales oriented training.
  • To Interact Train & Coach Axis Bank RM's & Investment Counselors to help them achieve sales targets & desired product mix.
  • Travel regional locations on a regular basis to ensure that training needs are identified & trainings planned accordingly
  • Freeze, by month end, in agreement with Partner Sales team & Partner Insurance Counsellors, training calendar for the following months
  • Support RM's them in joint calls where required.
  • Build good relationships & interact informally with Axis CO to ensure smooth flow of business &  training transactions.
  • Act as a Single Point of Contact for all training related issues for RM Channels
  • SP Licensing: Act as a coordinator between MLI & TPP team for licensing training, renewal training, licensing exam fixing and all training administration related work
  • Business Insurance: To manage a team of BIC (CAs ) and drive business insurance solutions for the channel
  • Analytics Comparisons MIS & Reporting
    • Ability to analyze competition products and provide compelling reasons basis these analyses on advantages & strengths of Max Life products vis vis market
    • Ability to understand FUND performance reports of MAX LIFE funds and compare with other ULIP funds as per similar asset class and provide compelling reasons on strengths of MAX LIFE funds in various asset classes basis chosen benchmark with that of other funds of similar class.
    • Ability to understand and explain various investment assets class and opportunities and position where life insurance as an investment asset class stands out & fits in.
    • Design and circulate training related MIS Training Calendar Training Coverage etc. to various stakeholder as required
    • Analyze data cuts on Performance of RM's pre & post training & take corrective action, plan training and coaching basis the same.
  • Skills Required
  • Technical Sales experience in life insurance or other field
  • Good Knowledge of MS Office Power point, Word and Excel
  • Life Insurance subject matter expertise
  • Life Insurance Product knowledge
  • Analytical skills to compare life insurance products
  • Good understanding of financial products, equity market, portfolio diversification, financial planning knowledge & skills
  • HNI Selling
  • Business Insurance
  • NRI Selling
  • Mentoring skills
  • Business perspective & planning
  • Performance Management skills
  • Finance Insurance industry awareness
  • Self-management
  • Problem solving skills
  • Peer level co ordination and influencing skills