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Ping An Insurance Group · 广州市

# 客户经理（粤西区）

广州市 

Listed on Ping An Insurance Group’s official careers site. Posted December 27, 2023. Check that it is still open and apply there.
[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=F67863DB911A45FFAA86B2FB1A90196B)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 客户经理（粤西区）

## Job description

岗位职责
- 完成公司下达的客户开发计划和绩效指标；
- 对所负责区域内存量客户、目标客户、渠道资源、进行有效梳理，有计划地跟踪与开发；
- 负责从项目立项、信息收集、项目评估到合同签订过程的执行，负责此阶段公司内、外部流程的推进及管理；
- 协助资产经理完成存量客户的管理、租金管理和客户巡视工作；
- 协助并参与风险资产处置，包括配合逾期租金催收、风险资产处置等工作；
- 完成领导交办的其他工作。 任职资格
- 本科及以上学历，金融、经济等相关专业；
- 具备基本的财务知识以及融资租赁行业相关知识；
- 具有2年及以上银行对公或租赁同业营销工作经验；
- 具有良好的思考能力、沟通协调能力、客户营销能力。

## At a glance
- Posted by the employer: Dec 27, 2023
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 广州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=F67863DB911A45FFAA86B2FB1A90196B)

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Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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