Chief Manager and Affluent Training Head - North & East

Job Title: Axis Affluent North & East Head , Axis Affluent South & West Head

Parent Department: Axis channel Location : Delhi , Bangalore

Reporting to: Vice President & Head Training-Axis Affluent Head

Experience Required: 8-12 years in Training & Development & Sales Management in Life Insurance or Financial Services . Experience in the fields of taxation/ NRI markets/affluent markets/ Business Insurance will be added advantage

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Role Overview:

The Chief Training Manager-New Growth will lead the design and delivery of capability-building programs focused on emerging segments such as NRIs, affluent customers, business insurance clients apart from protection and annuity market. This role is responsible for equipping teams & stakeholders with the knowledge, skills, and tools required to successfully penetrate and grow these niche markets.---

Key Responsibilities:

Program Development

. Design specialized training content covering product knowledge, taxation, market nuances, regulatory requirements, sales techniques, and relationship management for these segments.

Training Delivery & Enablement

. Plan and conduct training sessions, workshops, and webinars

. Use blended learning approaches including classroom sessions, e-learning modules, virtual training, and on-the-job coaching.

. Develop and deploy train-the-trainer (TTT) programs to build internal capability for sustained training delivery.

Sales Support & Performance Coaching

. Partner with sales leadership to identify skill gaps and performance challenges in the Affluent channel

. Provide ongoing training, coaching and mentoring

. On-the-job training & field support in terms of case preparation/ FODs for high ticket size cases

Collaboration & Stakeholder Management

. Work closely with sales to identify training needs, drive training attendance , align training initiatives with business execution & provide regular updates of training progress

. Work closely with content, SMEs, marketing, product, and underwriting teams to develop content & marketing collaterals

. Liaise with external training vendors or consultants as needed for specialized content or delivery.

Measurement & Continuous Improvement

. Establish metrics to measure training effectiveness and business impact in these segments.

. Collect feedback from participants and stakeholders to refine and enhance training programs.

. Collect competition, industry & regulator insights on regular basis

. Stay abreast of industry trends, regulatory changes, and best practices to continuously evolve the training approach

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Expected Challenges

. Customized content & collaterals readiness on time

. Seller and QC teams capability development on documentation and primary underwriting

. Versatility to handle multiple growth areas

. Ability to travel

. Pushing the participant to action-implementation of the learnings to get the business

. Creating enough buy in sales stakeholders for training and related business drives

. Visibility of Training drives and application of learning

Measure of Success

. Execution of classroom, virtual ,self-learning and On-the-Job Training Plan

. Session Attendance: 85% AI based role play completion: 80%

. SP certification for Affluent channel

. Activation of RM channel

. New RM onboarding activation 60%

. Increase Productivity and activation for RM

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Key Requirements:

Education:

. Graduate/Postgraduate degree in Business Administration, Finance, or related field/Charted Accountant

. Certifications/qualifications in Learning & Development/Financial Markets/Taxation/Investment/Instructional Design will be added advantage

Experience:

. 8-12 years of experience in training & development in the life insurance or financial services industry.

. Experience designing and delivering sales training programs for niche markets like NRIs, affluent clients, or business insurance is added advantage

Skills & Competencies:

. Strong understanding of Bancassurance and the wealth RM

. Strong understanding of life insurance products and sales processes

. Excellent facilitation skills with understanding of adult learning principles, instructional design, and digital/blended learning methodologies.

. Field Orientation-open to on-the -job training and FODs for high ticket cases

. Excellent stakeholder management & communication skills.

. Data-driven approach to assess training effectiveness and improve programs.

. Ability to work cross-functionally and influence multiple stakeholders.

. Flexible travel.

Job Title: Axis Affluent North & East Head , Axis Affluent South & West Head

Parent Department: Axis channel Location : Delhi , Bangalore

Reporting to: Vice President & Head Training-Axis Affluent Head

Experience Required: 8-12 years in Training & Development & Sales Management in Life Insurance or Financial Services . Experience in the fields of taxation/ NRI markets/affluent markets/ Business Insurance will be added advantage

---

Role Overview:

The Chief Training Manager-New Growth will lead the design and delivery of capability-building programs focused on emerging segments such as NRIs, affluent customers, business insurance clients apart from protection and annuity market. This role is responsible for equipping teams & stakeholders with the knowledge, skills, and tools required to successfully penetrate and grow these niche markets.---

Key Responsibilities:

Program Development

. Design specialized training content covering product knowledge, taxation, market nuances, regulatory requirements, sales techniques, and relationship management for these segments.

Training Delivery & Enablement

. Plan and conduct training sessions, workshops, and webinars

. Use blended learning approaches including classroom sessions, e-learning modules, virtual training, and on-the-job coaching.

. Develop and deploy train-the-trainer (TTT) programs to build internal capability for sustained training delivery.

Sales Support & Performance Coaching

. Partner with sales leadership to identify skill gaps and performance challenges in the Affluent channel

. Provide ongoing training, coaching and mentoring

. On-the-job training & field support in terms of case preparation/ FODs for high ticket size cases

Collaboration & Stakeholder Management

. Work closely with sales to identify training needs, drive training attendance , align training initiatives with business execution & provide regular updates of training progress

. Work closely with content, SMEs, marketing, product, and underwriting teams to develop content & marketing collaterals

. Liaise with external training vendors or consultants as needed for specialized content or delivery.

Measurement & Continuous Improvement

. Establish metrics to measure training effectiveness and business impact in these segments.

. Collect feedback from participants and stakeholders to refine and enhance training programs.

. Collect competition, industry & regulator insights on regular basis

. Stay abreast of industry trends, regulatory changes, and best practices to continuously evolve the training approach

---

Expected Challenges

. Customized content & collaterals readiness on time

. Seller and QC teams capability development on documentation and primary underwriting

. Versatility to handle multiple growth areas

. Ability to travel

. Pushing the participant to action-implementation of the learnings to get the business

. Creating enough buy in sales stakeholders for training and related business drives

. Visibility of Training drives and application of learning

Measure of Success

. Execution of classroom, virtual ,self-learning and On-the-Job Training Plan

. Session Attendance: 85% AI based role play completion: 80%

. SP certification for Affluent channel

. Activation of RM channel

. New RM onboarding activation 60%

. Increase Productivity and activation for RM

---

Key Requirements:

Education:

. Graduate/Postgraduate degree in Business Administration, Finance, or related field/Charted Accountant

. Certifications/qualifications in Learning & Development/Financial Markets/Taxation/Investment/Instructional Design will be added advantage

Experience:

. 8-12 years of experience in training & development in the life insurance or financial services industry.

. Experience designing and delivering sales training programs for niche markets like NRIs, affluent clients, or business insurance is added advantage

Skills & Competencies:

. Strong understanding of Bancassurance and the wealth RM

. Strong understanding of life insurance products and sales processes

. Excellent facilitation skills with understanding of adult learning principles, instructional design, and digital/blended learning methodologies.

. Field Orientation-open to on-the -job training and FODs for high ticket cases

. Excellent stakeholder management & communication skills.

. Data-driven approach to assess training effectiveness and improve programs.

. Ability to work cross-functionally and influence multiple stakeholders.

. Flexible travel.