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Ping An Insurance Group · 上海市

# 客服业务专家（证券方向）

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted October 13, 2026. 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=297FB5CC28A64A38A303520B67C21872)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 客服业务专家（证券方向）

## Job description

### 岗位职责 1 甲方对接与资源管理

与BU对接资源、活动策略及数据支持，准确理解甲方业务诉求，争取有利转化政策与渠道资源 2 策略制定与项目运营：根据甲方下达阶段性目标拆解目标并制定相应服务营销策略，监控项目进度，及时复盘并调整策略 3 流程优化与质量控制：建立并优化从“线索-分发-触达-服务-开户-激活”

### 的全流程服务标准，监控服务质量，确保业务合规性及客户满意度 4 业务推动

推动分公司落地策略及流程，确保策略及业务有效执行，通过数据分析执行短板，进行针对性辅导，提升开户转化 5 数据分析与汇报：定期输出项目运营分析报告，向甲方及上级汇报项目进度，转化漏斗数据及异常情况；通过数据洞察，为甲方提供产品优化或营销活动改进建议 任职资格 教育程度 ：本科以上学历，数据/AI方向、理工类专业优先 相关经验：5年以上证券、银行、或保险行业服务营销管理经验，具体优秀的项目管理能力 专业能力 ：熟悉证券开户流程，有证券从业资格者优先 核心能力 ：
- 系统化结构化思维
- 客户洞察分析能力
- 数据分析总结能力
- 团队沟通协作能力
- 抗压抗阻成熟心态 逻辑理解学习能力

## At a glance
- Posted by the employer: Oct 13, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=297FB5CC28A64A38A303520B67C21872)

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### [2C渠道高级业务经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/6c27fb3907e9f083129e/)

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### [2M-业务运营岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/030ac64e97c6ce9f6d2c/)

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### [2M-交付经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/e62050e3472898a4cba9/)

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### [2M-项目推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/1044fb28a9fb874fac7c/)

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### [2M经营分析岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/069528eaf06d746e5e1e/)

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