Key Challenges for the role
Getting trainees (especially bank RMs and ROs) in the training room as they are busy in their sales activities not willing to invest time to up bring their capabilities.
The span being large (i.e. 1:6) the frequency of training is being affected.
Geographical distribution
Training infrastructure
Insufficient Training enablers
4) KEY RESULT AREAS: WRITE THE KEY RESULTS EXPECTED FROM THE JOB AND THE SUPPORTING ACTIONS FOR EACH OF THESE KEY RESULT AREAS (FOR A MAJORITY OF JOBS TYPICALLY THERE COULD BE 4- 7 KEY RESULT AREAS)
Key Result Areas
Supporting Actions
1. Planning and Executing Training for Internal Employees
-Planning training programs for Relationship officers for updating their knowledge and skills
-Being involved with them at branches for client conversations and business conversion
-Solving queries of internal employees over phones and emails
1. Aiding business through solving business challenges
- Develop content in terms of one pagers, Presentations, calculators, product comparisons, sales kit etc for stake holders
- Develop content for training internal employees
2. Planning and Executing Training for External Employees
- Planning the training calendar for the month after consulting each of the sales stake holder in the assigned territory.
-Execute the month plan as per the calendar by travelling to the assigned branches in their territory
-Maintain records of training and customer conversations
2. Ensuring self development
-Complete certification programs such as Licentiate, Associate, Fellowship, NCFM etc
-External trainings to update knowledge in the financial sector
3. Ensuring basic KPIs are met
-16 Mandays, 6 to 10 Sales Calls
- All Relationship officers active month on month in the assigned circle
-Ensure assigned branches are active month on month
Note: The role requires travelling 12-15 days in a month to his/her allocated branches.
5) JOB PURPOSE OF DIRECT REPORTS: DESCRIBE THE JOB PURPOSE OF THE DIRECT REPORT/S TO THE JOB (IN 2-3 LINES FOR EACH REPORT)
NA
6) RELATIONSHIPS: DESCRIBE THE NATURE AND PURPOSE OF MOST IMPORTANT CONTACTS OR RELATIONSHIP (EXCEPT SUPERIOR/TEAM MEMBERS) WITH INDIVIDUALS, DEPARTMENTS, ORGANIZATIONS INSIDE AND OUTSIDE OF THE ORGANIZATION, THAT JOB IS REQUIRED TO INTERACT WITH IN ORDER TO DELIVER THE JOB OBJECTIVES
RELATIONSHIP TYPE (MAX 80 CHARACTERS)
FREQUENCY
NATURE (MAX 1325 CHARACTERS)
Internal
Sales
Regular
For daily updates.
Training related activities
To update about training interventions
To impart training & upgrading there knowledge
External
Channel partners
Internal employees
Daily
Daily
To impart training & upgrading there knowledge
To upgrade there training skills & discuss about the training calendar.
7) ORGANIZATIONAL RELATIONSHIPS: PROVIDE THE STRUCTURE FOR A LEVEL ABOVE AND BELOW THE POSITION FOR WHICH THIS JOB DESCRIPTION IS WRITTEN. USE POSITION TITLES IN THE STRUCTURED AND INDICATE ALL THE REPORTS OF THE POSITION.
SIGN-OFF: PROVIDE THE NAME OF THE MANAGER AND THE JOBHOLDER. SIGNATURE NEEDED FOR THE HARD COPY OF THE JD. HARD COPY TO BE MAINTAINED IN THE ORGANIZATIONAL RECORD.
Job Holder
Reports to Manager
Name
Signature (needed for the hard copy)
Qualifications:
Any Graduate
Minimum Experience Level:
2-5 Years

Keyskills: banking management relationship management training management branch banking sales
About the organization:Max Life Insurance is India’s 4th largest private life insurance company and is the largest non-bank promoted private life insurer in India. We have demonstrated success in building a business now operating at considerable scale, reflected in more than 60,000 cr of As...