Banca Training Manager
3 months ago
Imparting Trainingto Banca/Yes Bank sellers and MaxLife
Employees as per defined andagreed Man Days.
Providing righttraining inputs & Sales support to Banca/YesBank
& Max Lifesellers 2 days should be devotedtowards
training of Max Lifeemployees.
Post Training on linecertification through Inquizzitiveof
sellers on the trained moduleto be completed Oncea
quarter
Refresher training should be done before the certification&
follow up withfailed candidates should becompleted
Create a robustTraining team in circle by skillingthe
identified / shortlisted salespeople so that they managethe
training requirements of theirclusters / branches
Drive trafficto E Learning platform / Microsite sothat
technology can be leveragedto maximize reach
Ensuring themeasures of quality of business in Circle /that
of mapped branches are abovestandards
Ensuring SPs in 100% ofthe branches and allregulatory
records to bemaintained audit ready
Tractionof data on performance publishing MISdashboard
calendars EDMs etc.timely and effectively incoordination
with Bank CircleOffice
Conduct Skill Knowledge& compliance basedtraining
programs for the entirepatch at regular intervals
Organize and make presentations in internal andexternal
seminars.
Develop and manage certification processesImplementing
evaluation processonline and offline to create arobust
feedback and trackingmechanism on product knowledgeand
skills of all thetrainees.
Measuresof Success:
ImpartingTraining:
Average of 12 Man daysof Training :
Banca/Yes Bank& Max Life
RefresherTraining:
80% of the RA / ASMclearing their
quarterlycertification
Ensuring right training inputs:
90% Employees across vertical toattend
Inductiontraining
Activation:
InactiveSeller Activisation : 30%
ProductMix : As per plan
RedBranches:
Turnaround of RedBranches as per plan
Persistency
82.5%
Ensuring SPs in branches:
100 % branches with 1 SP and75%
branches with 2SP
100% Certification of SPs onProducts
ULIP AML Ethics& Compliancebefore
licensing &records of 100% of these SPs
to bemaintained
JobSpecifications:
Graduate in anyDiscipline MBA from premier institute ispreferred.
3 to 4 years ofexperience in Sales Training Prior experience in insuranceessential.
Result OrientationCustomer Centricity Technical Expertise excellent product andbasics of life insurance
knowledgea LIII or AIII will bepreferred.
Knowledge &Skill Matrix:
Training executionTraining enabling quality business Ensuring Circle meetingcompliancerequirement.
DESIREDQUALIFICATIONS AND EXPERIENCE Graduate in any discipline At least 5- 6 years in sales and 4 - 5 years in conducting sales training Atleast 12 months experience as Sales Development Manager. Competencein knowledge about products, processes etc. and training skills Tohandle AP, Telengana and Karnataka
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