Job Description

Job Code:

Position

Reporting To

Training Manager

Department

Distribution Capability Centre

Function

Broca / Banca Training

Location

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 Banca/Broca sellers and Max Life Employees as per defined and agreed Man Days.
• Providing right training inputs & Sales support to Banca/Broca & Max Life sellers – 2 days should be devoted towards training of Max Life employees.
• 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
• Create a robust Training team in cluster/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 Circle / Cluster that of mapped branches are above standards
• Ensuring SPs training on compliance and all regulatory records to be maintained audit ready
• 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 patch at regular intervals
• Organize and make presentations in internal and external seminars.
• 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.

Measures of Success:

Imparting Training:-

Average of 12 Man days of Training : Banca/Broca & Max Life

Refresher Training:-

80% of the RA / ASM clearing their quarterly certification

Ensuring right training inputs :-

90% Employees across relationships in Banca & Broca to attend Induction training

Activation:

Inactive RA (FLS) Activisation : As per plan

Product Mix : As per plan

Red Branches:

Turnaround of Red Branches as per plan

Persistency

As per plan

SPs compliance training in branches :-

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, a LIII or AIII will be preferred.

Knowledge & Skill Matrix:

• Training execution,Training enabling quality business,Ensuring Circle meeting compliance requirement.

Additional Information (Optional):

Org Chart:-

NTH

ZTHZVP

CTM

Job Description

Job Code:

Position

Reporting To

Training Manager

Department

Distribution Capability Centre

Function

Broca / Banca Training

Location

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 Banca/Broca sellers and Max Life Employees as per defined and agreed Man Days.
• Providing right training inputs & Sales support to Banca/Broca & Max Life sellers – 2 days should be devoted towards training of Max Life employees.
• 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
• Create a robust Training team in cluster/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 Circle / Cluster that of mapped branches are above standards
• Ensuring SPs training on compliance and all regulatory records to be maintained audit ready
• 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 patch at regular intervals
• Organize and make presentations in internal and external seminars.
• 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.

Measures of Success:

Imparting Training:-

Average of 12 Man days of Training : Banca/Broca & Max Life

Refresher Training:-

80% of the RA / ASM clearing their quarterly certification

Ensuring right training inputs :-

90% Employees across relationships in Banca & Broca to attend Induction training

Activation:

Inactive RA (FLS) Activisation : As per plan

Product Mix : As per plan

Red Branches:

Turnaround of Red Branches as per plan

Persistency

As per plan

SPs compliance training in branches :-

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, a LIII or AIII will be preferred.

Knowledge & Skill Matrix:

• Training execution,Training enabling quality business,Ensuring Circle meeting compliance requirement.

Additional Information (Optional):

Org Chart:-

NTH

ZTHZVP

CTM