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.
Requirements
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.
Benefits
Industrial Standards
DESIRED QUALIFICATIONS AND EXPERIENCE Graduate in any discipline At least 5 - 6 years in sales and 4 - 5 years in conducting sales training At least 12 months experience as Sales Development Manager. Competence in knowledge about products, processes etc. and training skills To handle AP, Telengana and Karnataka