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Ping An Insurance Group · 东莞市

AM-线上服务经理

东莞市

Listed on Ping An Insurance Group’s official careers site. Posted July 14, 2026. Check that it is still open and apply there.

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Job description

岗位职责

  • 负责分支行新客户承接落地,同步开展存量潜力基础客户的精细化维护与深度经营工作;
  • 运用超级企微、电话商机、自媒体等数字化经营工具及配套策略,完成客户批量触达、精准经营与高效服务;
  • 负责存款、理财产品营销及银管业务推进,精准筛选优质客户并向上输送至财富队伍,助力客群层级提升。 任职资格
  • 本科及以上学历,1年及以上金融行业从业经验,具备扎实的金融专业基础;
  • 熟知银行各类产品特性及营销逻辑,服务意识强、营销能力突出,持有理财类专业资格证书者优先;
  • 具备优秀的沟通协调与落地执行能力,应变敏捷,精通电话销售技巧,恪守合规底线,职业素养优良。

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