Banca Training Manager

3 weeks ago


Pune, India Ontrack HR Services Pvt LTD Full time
Key Responsibilities/ Key Deliverables:Imparting Training to Banca/Yes Bank sellers and Max LifeEmployees 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 towardstraining of Max Life employees.Post Training on line certification through Inquizzitive ofsellers on the trained module to be completed

Once aquarterRefresher training should be done before the certification &follow up with failed candidates should be completedCreate a robust Training team in circle by skilling theidentified / shortlisted sales people so that they manage thetraining requirements of their clusters / branchesDrive traffic to E Learning platform / Microsite so thattechnology can be leveraged to maximize reachEnsuring the measures of quality of business in Circle / thatof mapped branches are above standardsEnsuring SPs in 100% of the branches and all regulatoryrecords to be maintained audit readyTraction of data on performance publishing MIS dashboardcalendars EDMs etc. timely and effectively in coordinationwith Bank Circle OfficeConduct Skill Knowledge & compliance based trainingprograms for the entire patch at regular intervalsOrganize and make presentations in internal and externalseminars.Develop and manage certification processes Implementingevaluation process

online and offline to create a robustfeedback and tracking mechanism on product knowledge andskills of all the trainees.Measures of Success:Imparting Training:Average of 12 Man days of Training :Banca/Yes Bank & Max LifeRefresher Training:80% of the RA / ASM clearing theirquarterly certificationEnsuring right training inputs :90% Employees across vertical to attendInduction trainingActivation:Inactive Seller Activisation : 30%Product Mix : As per planRed Branches:Turnaround of Red Branches as per planPersistency82.5%Ensuring SPs in branches :100 % branches with 1 SP and 75%branches with 2 SP100% Certification of SPs on ProductsULIP AML Ethics & Compliance beforelicensing &

records of 100% of these SPsto be maintainedJob 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 insuranceknowledge 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

  • Pune, Maharashtra, India Ontrack HR Services Pvt LTD Full time

    Job SummaryAs a Banca Training Manager at Ontrack HR Services Pvt LTD, you will be responsible for imparting training to Banca/Yes Bank sellers and Max Life employees. Your primary goal will be to provide right training inputs and sales support to these teams, ensuring they meet defined and agreed man days. You will also be responsible for creating a robust...


  • Pune, Maharashtra, India Ontrack HR Services Pvt LTD Full time

    Job Description:As a Banca Training Manager at Ontrack HR Services Pvt LTD, you will be responsible for imparting training to Banca/Yes Bank sellers and MaxLife employees as per defined and agreed Man Days. Your role will involve providing right training inputs & Sales support to Banca/Yes Bank & Max Life sellers. You will also be responsible for creating a...

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