Manager-Training-AXIS

Role & responsibilities:

Function Summary:

Job Summary

Key Responsibilities

• Conduct product and sales training sessions for bank/NBFC employees and relationship managers.
• Deliver engaging classroom, virtual, and on-the-job training sessions.
• Develop customized story lines based on partner requirements.
• Train sales teams on objection handling, need-based selling, and regulatory compliance.
• Work closely with partner banks/NBFCs to identify training needs.
• Support the onboarding of new sales teams and ensure seamless integration into the insurance sales process.
• Monitor training effectiveness through assessments, feedback, and business performance analysis.
• Share training reports, participation records, and feedback with internal teams.
• Educate partner sales teams on documentation, policy issuance, and claim settlement processes.

Key Relationships Management (Internal /External)

• External: Bank & NBFC (NSM/ ZSM/ RSM/ ASM/ SM/ RA/ RO)
• Internal: Management, Channel Head, National Head Cross-functional teams

Preferred candidate profile

• Graduate/Post Graduate in Management
• Must have a minimum of 3+ years' experience.
• Experience in managing customer relationship
• Knowledge of Insurance sales and related processes

Key Skills Required

• Strategic thinking
• Process understanding
• Strong communication, presentation, and public speaking skills.
• Building collaboration and ability to influence team
• Proficiency in using digital training tools, MS Office, and e-learning platforms.