Job Description

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:

Caring

A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance.

Collaboration

A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes, thus, delivers to the organization\'s ask. A leader who addresses challenges with a solution oriented approach to create \xe2\x80\x9cwin-win\xe2\x80\x9d partnerships within & outside teams through inspired cooperation and teamwork.

Customer Obession

A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience.

Growth Mindset

An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance.

People Leadership

A people\'s leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes.



Position

Cluster Manager - Training

No. Of Position

Department

Training

Function

Training

Reporting to

Senior Regional Head - Training

Band

4a / 4b

KEY RESPONSIBILITIES:

Conduct training modules for Agent Advisors and ADMs for all offices in the assigned cluster

• 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 for the cluster, leveraging DODs where required

• 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

• Managing expectations of multiple OHs in a

cluster and ensuring utmost coordination between offices

Administrative

• Cluster 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 of all training sessions
• Responsible to capture attendance in TMS/ELM within the stipulated time defined
• Responsible to plan travel for training sessions in various locations as required
• Responsible to co-ordinate with the OH and RML&D in scheduling joint virtual / in-person TCPMs
• Responsible to coordinate with the assigned Moderator prior to training sessions to ensure seamless delivery of training
• Understand and use all technology enablement tools available to a trainer such as TMS / ELM, interactive / engagement training tool and the Digital Learning Platform

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
• Activating agents month-on-month against the target
• Attendance of Agents and employees in training sessions
• Compliance on IRDA requirements
• Monthly Achievement against the target 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, experience in life insurance is a plus

c. Co-ordination skills

d. Facilitation Skills

KNOWLEDGE / SKILLS / ABILITIES

Competency

Level

Result Orientation

5

Working With & Through Others

4

Innovation

5

Customer Centricity

4

Technical Expertise

4

Business Acumen

4

Impact & Influence

4

Communication

4

Role Modelling Core Values

4

Strategic Planning & Execution

4

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

Max Life Insurance