Banca Training Manager

3 days ago


Pune, India Ontrack HR Services Pvt LTD Full time
Key Responsibilities/ Key Deliverables:
Imparting Training to Banca/Yes Bank sellers and Max Life
Employees as per defined and agreed Man Days.
Providing right training inputs & Sales support to Banca/Yes Bank
& 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 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/Yes Bank & 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

Activation:
Inactive Seller Activisation : 30%
Product Mix : As per plan

Red Branches:
Turnaround of Red Branches as per plan

Persistency
82.5%

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

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.

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
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