PositionZone Training ManagerIncumbentNameDepartmentAxisFunctionAxis TrainingReporting toNational Training Head and VPBand3LocationXYZTeam size (D/I)6-7 DrsJOB SUMMARY :-

A person with strong domain knowledge in Insurance & Financial Planning, will be heading a zone, managing the integrated Sales Training team across the geography. Proactive approach in assessing the learning & development needs, effectively aligning programs / interventions with business objectives and creating / executing the Training Modules in Axis Bank Relationship.

KEY RESPONSIBILITIES:-

· Enabling team & employees by Motivating, Guiding, Coaching & Retaining them

· Monitoring & analyzing demonstrated behavior and providing development inputs to the team / sales force

· Enabling business by Co-creating & Implementing "Go to Market" plan for recent product in under penetrated customer segments / bank vertical

· Create a robust Training team in 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 the region are above standards

· Ensuring SPs in 100% of the branches in the region and all regulatory records to be maintained audit ready.

· Coaching & Development of team members by monthly PRP of team members and Demo sessions to CTMs on regular basis – 2 Training Observation & Demonstration / month

· Develop and manage on line 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.





· Own implementation and successful execution of all National and Regional level initiatives in the Region

· Maintain very cordial relationship with the Business Partners across all levels so that all initiatives get executed and no escalation comes from any level to Max Life

· Preempt possible challenges in the region and be ready with mitigating strategy so that business is not impacted

Measures of Success

Retention:-

70% of Team Retention.

Monitoring & analyzing demonstrated behavior and providing development inputs:-

Avg test score of trainers for the year (8 tests) - 80% and 2 documented Training Observation & Demonstration / month

Ensuring right training inputs :-

90% Employees across vertical to attend Induction training / certification – Offline / Online followed by online certification

Activation:

Seller Activation (All LGs with Insurance budget) : As per the Zone plan

Red Branches:

Turnaround of Red Branches as per plan

Business Insurance

5% of Adj. MFYP Plan for the Circle

Strategic Projects – Maxis 2020

50% of Business from E Sales by executing the Initiatives

Ensuring SPs in branches :-

100 % branches with 1 SP and 75% branches with 2 SP

100% Certification of SPs on Products, ULIP, AML, Ethics & Compliance before licensing & records for 100% of these SPs to be maintained as per the compliance requirement / standard

Key competencies/skills required

Enabling team & employees, Enabling business, Region meeting compliance requirements.

Desired qualification and experience:-

· Master of Business Administration or equivalent.

· 6 to 7 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.

Org Chart:-

NTH

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ZTH

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CTM

📌 Assistant Vice President & Zonal Head - Training (Uttar Pradesh)
🏢 Axis Max Life Insurance
📍 Uttar Pradesh