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/Axis sellers and Employees as per defined and agreed Man Days.

- Providing right training inputs & Sales support to Banca/Axis & sellers - 2 days should be devoted towards training of employees.

- Post Training, online 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 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 / that of mapped branches are above standards

- Ensuring SPs in 100% of the branches 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.

Job Specifications:

- Graduate in any Discipline, MBA from premier institute is preferred.

- 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 requirements.

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