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Ping An Insurance Group · 上海市

# 商务拓展经理（企业服务）

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted November 4, 2025. 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=E15E3012A4084032A58F3FCC1F604B17)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 商务拓展经理（企业服务）

## Job description

岗位职责

### 商务拓展
- 挖掘金融机构、中大型企业等目标客户需求，制定针对性拓展策略，完成客户服务方案敲定、商务谈判、签约全流程，重点突破金融行业用户权益商城及企业福利服务合作；

### 需求对接
- 深度理解客户对商旅管理、员工福利/激励、帮扶采购、金融场景化商城的核心诉求，联动内部产品、运营团队输出定制化解决方案；

### 客户维护
- 建立企业客户档案，定期回访核心客户，解决合作中的履约问题，提升客户续约率及交叉业务渗透率；

### 市场洞察
- 跟踪行业动态（如金融行业商城服务趋势、企业福利政策变化），分析竞品策略，输出市场分析报告并优化拓展方向；

### 团队协同
- 配合团队策划企业客户推广活动，协助优化产品商务合作条款，支撑业务规模化拓展。 任职资格.

### 学历背景

本科及以上学历，金融、市场营销、工商管理等相关专业优先； 2.

### 经验能力

3年以上B端商务拓展经验，有商旅服务、企业福利、金融行业客户服务或商城运营相关资源者优先，熟悉企业采购流程及商务谈判技巧； 3.

### 专业素养

具备扎实的企业服务业务认知，能精准匹配客户需求与公司服务，具备较强的方案撰写及提案能力； 4.

### 综合能力

目标感强，具备优秀的沟通协调、团队协作能力，能承受高压工作，适应跨区域商务出差； 5.

### 工具技能

熟练使用Excel、PPT等办公软件，具备AI办公工具使用经验（如信息结构化处理、方案快速生成）者优先。

## At a glance
- Posted by the employer: Nov 4, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 350 days
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=E15E3012A4084032A58F3FCC1F604B17)

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