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Ping An Insurance Group · 北京市

# 普惠金融客户经理岗

北京市 

Listed on Ping An Insurance Group’s official careers site. Posted January 18, 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=D04BE2927D934ED087C3B1E32C5C0AF8)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 普惠金融客户经理岗

## Job description

岗位职责
- 负责开拓并维护批量获客渠道，建立长期、稳定、良好的合作关系。
- 负责向合作渠道宣导我行普惠金融业务规划及相关产品政策等，做好渠道培训支持及其他相关服务、按要求定期落实普惠金融业务合作渠道检视管理等相关工作。
- 负责日常业务的跟进和推动，达成KPI指标，提高综合收益。
- 负责客户业务受理与贷前调查工作，如实介绍产品并告知客户相关权益和义务。
- 按贷后管理和资金流向相关制度和实施细则要求，落实相关工作。
- 落实合规及风险管理工作要求，确保业务合法合规，风险有效防控。 任职资格
- 本科及以上学历；
- 热爱本职工作，熟悉或热爱银行相关工作；
- 工作认真细致耐心，具有良好的团队协作意识与态度，良好的沟通与表达能力；
- 具有较强的市场开拓能力和获客能力，具有较强的风险识别和解决问题的能力；
- 对本行业有独特的见解和判断；
- 具有良好的思想品德和职业道德，爱岗敬业、遵纪守法、廉洁自律。

## At a glance
- Posted by the employer: Jan 18, 2023
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 北京市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=D04BE2927D934ED087C3B1E32C5C0AF8)

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

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