Circle Training Manager – Banca Channel – CTC 7 to 10 Lacs

  • Full Time
  • Agra

Max Life Insurance- Axis Bank Relationship

Max Life Insurance- Axis Bank Relationship – Required Circle Training Manager for Agra Location


Job Description

Position Circle  Training Manager


Department Axis Function Axis Training
Reporting to Zone Training Head & AVP Band 4
Location XYZ Team size (D/I) NIL

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 Axis Bank Relationship.


·         Imparting Training to Axis sellers and Max Life Employees as per defined and agreed Man Days.

·         Providing right training inputs & Sales support to Axis & 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 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 Axis 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 : Axis & Max Life

Refresher Training:-

80% of the RA / ASM clearing their quarterly certification


Ensuring right training inputs :-

90% Employees across vertical to attend Induction training



Inactive Seller Activisation : 30%

Product Mix : As per plan

Red Branches:

Turnaround of Red Branches as per plan




Ensuring SPs in branches :-

100 % branches with 1 SP and 75% branches with 2 SP

100% Certification of SPs on Products, ULIP, AML, Ethics & Compliance before licensing &  records of 100% of these SPs to be maintained

Key competencies/skills required

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

Desired qualification and experience:-


·         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.

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