Job Description

a 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 a t 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 \'win-win\' 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. \'Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity.\' Job Code: Position Reporting To Training Head 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 ZTH ZVP CTM

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