Max Life Insurance, the leading non-bank promoted private life insurer, is a joint venture between Max Financial Services Ltd. and Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group, which is a leading Indian multi-business corporation, while Mitsui Sumitomo Insurance is a member of MS&AD Insurance Group, which is amongst the leading insurers in the world. Max Life Insurance offers comprehensive long term savings, protection and retirement solutions through its high quality agency distribution and multi-channel distribution partners. A financially stable company with a strong track record over the last 17 years, Max Life Insurance offers superior investment expertise. Max Life Insurance has the vision ‘To be the most admired life insurance company by securing the financial future of our customers’. The company has a strong customer-centric approach focused on advice-based sales and quality service delivered through its superior human capital.

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Roles & Responsibilities:

Training Content Development & Program Management

  • Design, Develop & Revamp Training Content for different Job families of the bank and Max Life,
  • Training Catalogue modules, Products, Trainer Guides, Participant handout, Sales folders and Trainer Tools as per the identified objectives and conduct TTT for appropriate execution
  • Managing E-Learning module within the allocated budget and Design Training Content for E-Learning,
  • Electronic Direct Mailers, Sales Pitches, Concepts, Training E-News Letters, etc.
  • Provide regular Inputs on Market Updates & support sales tools to enable Key Focus area of the relationship
  • Acts as liaison between Axis bank and Training team in determining needs of the course / module and appropriate method of delivery
  • Managing end-to-end learning programs and share analytics with stakeholders

Strategic Projects:

  • Deliver Strategic Projects like competition benchmarking, Financial highlights of Insurers and Banks, Regulatory updates on regular basis
  • Prepare Content for different New Verticals in Axis Bank & support verticals with required business planning decks and MIS / Intelligence dashboard formats

Management Information System:

  • Manage and Prepare MIS/formats as per requirement
  • Provide Training MIS, Dashboard/ Review Deck for leaders / Pre and Post Training business traction, SP Mandatory Training etc., on regular basis

Quality & Compliance Assurance:

  • Conduct AML, Ethics & Compliance, ULIP Certification for Specified Persons through On-line and ensuring Internal and external customers are Certified once a year. Monthly educatory mail on KYC/AML and Compliance to Internal and External customers
  • Conduct Monthly Sellers On-line Certification for Internal customers on Products and Processes & responsible for completion of certification KNOWLEDGE / SKILLS / ABILITIES
  • Instructional Designing
  • Knowledge of online training & learning methods
  • Should be innovative and self motivated
  • Stakeholder management skill
  • Good presentation / training skills


  • Release Content, Trainers Guide, Participants Workbook and Tools as per the agreed objectives and timelines
  • Measure and Publish Post Training Feedback & and Business Impact of the Content as per the agreed timelines
  • Release the MIS / Dashboards as per the agreed timelines
  • Leveraging technology
  • Alignment of training content with Functional goals of the relationship
  • Compliance adherence

This is an HO (Mumbai) based position, responsible for entire Training Content for Axis Bank Relationship

Required Knowledge & Skills:
  • Graduate in any discipline (preferably with Instructional Designing certification)
  • Training Delivery, Training Need Analysis, Training Evaluation, curriculum and course development, ability to work independently or in a team
  • At least 7-8 years experience in Life Insurance and 5-6 years in Instructional Design / Training Content
  • Competence in knowledge about Life Insurance products, Financial markets, processes etc.
No of Openings: 1
Level: Senior
Experience: 5 - 10 Years
UG: Any Graduate - Any Specialization
PG: Any Postgraduate - Any Specialization
Doctorate: Doctorate Not Required.
Benefits & Perks:

Not Disclosed.

Recruiter Name: Pulkit Malhotra
Contact Company: Max Life Insurance
Email: dimple.kachalia1@maxlifeinsurance.com

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