About the job
Role Overview: As the Axis Affluent Head, you will lead the design and delivery of capability-building programs focused on emerging segments such as NRIs, affluent customers, and business insurance clients, apart from protection and annuity markets. Your responsibility will be to equip teams and 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 using 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. Offer on-the-job training and field support in terms of case preparation and 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, and provide regular updates on training progress. Collaborate with content, SMEs, marketing, product, and underwriting teams to develop content and 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. Gather feedback from participants and stakeholders to refine and enhance training programs. Stay abreast of industry trends, regulatory changes, and best practices to continuously evolve the training approach. Key Requirements: - Education: Graduate/Postgraduate degree in Business Administration, Finance, or related field. Certifications/qualifications in Learning & Development, Financial Markets, Taxation, Investment, or Instructional Design will be an added advantage. - Experience: 8-12 years of experience in training & development in the life insurance or financial services industry. Experience in designing and delivering sales training programs for niche markets like NRIs, affluent clients, or business insurance is an added advantage. - Skills & Competencies: Strong understanding of Bancassurance and the wealth RM. Excellent facilitation skills with an understanding of adult learning principles, instructional design, and digital/blended learning methodologies. Field orientation with openness 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.
About the company
MAK Financial Services specializes in providing financial solutions and services, particularly in the insurance sector.
Similar Jobs
Specialist, Kinaxis
Colgate - Palmolive India Ltd
Supply Chain Planning Consultant (Kinaxis / O9)
Infosys
Kinaxis Rapid Response Specialist
Yamaha Motor Solutions India