About Max Life Insurance:

Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation.

Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its

operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital.

As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore.

For more information, please visit the Company’s website at

We Stand for:

Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity.

Job Description

Position

Manager – Training

No. Of Position

TBC

Department

Training

Function

Training

Reporting to

Regional Head – Training

Band

4 / 4a

KEY RESPONSIBILITIES:

Conduct training modules for Agent Advisors and ADMs

• Conducting induction and on-boarding training programs
• Training on selling skills
• Training on all MLI Insurance products and processes
• Training on all MLI Digital tools and Assets
• All other training programs as outlined in the Agent and ADM learning journey
• Conducting GID’s and IID’s
• Conducting PRP and FOD as and when required

Conducting training in blended delivery format

• Delivering training in accordance with the learning journey design and blended delivery format – classroom training and/or virtual trainings
• Developing facilitation skills and virtual delivery

skills to ensure seamless training delivery across all sessions

Administrative

• Manager-trainer to drive adoption of the digital learning platform across all roles
• Responsible for driving digital assessments amongst Agents and ADMs
• Responsible for driving self-learning among Agents and ADMs
• Responsible for calendarizing and effectively planning all training sessions with the OH / OHs
• Responsible for delivering all training adhering to the training calendar designed
• Responsible for driving business performance of all learners
• Responsible to drive attendance to all training sessions
• Responsible to capture attendance in TMS/ELM within the stipulated time defined
• Responsible to coordinate with the OH / OHs in calendarizing all training sessions for an office
• Responsible to plan travel for training sessions in various locations as required

Look after training logistics

• Schedule training sessions
• Ensure wider participation of agents in programs
• Ensure set-up of SMART Classroom is in place before commencing a session

Monitor progress of agents on a continuous basis

• Seek regular feedback from agents, Sales Managers, Partner and Managing Partner
• Ensure that agents follow moral and ethical standards when dealing with clients
• Monitor Agent development

Update training material

• Review present training material
• Scan environment
• Incorporate feedback from Agents, Customers, SMs, Ps, MPs

Ensure that the agents get updated and continuous information on MLI products

Facilitate self- development of agents

MEASURE OF SUCCESS:

• Participant feedback
• Number of days of training
• Customer survey rating
• Pass percentage of agents
• Digital adoption / adoption of digital learning platform
• Pass percentage of Agents in IRDA exams
• Attendance of Agents and employees in training sessions
• Activating agents month-on-month against the target
• Compliance on IRDA requirements
• Monthly Achievement against the target for the agents across multiple performance parameters for agents and AADM
• Reduction in training cost
• Awareness level of agents on competition

DESIRED QUALIFICATIONS AND EXPERIENCE

a. Graduate in any discipline

b. At least 2-3 years in sales and 3-4 years in conducting sales training, life insurance domain would be a plus

KNOWLEDGE / SKILLS / ABILITIES

• Learning ability
• Logical thinking
• Must be able to motivate agents
• Should be self motivated, self starter