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Ping An Insurance Group · 深圳市

# 代发业务客户经理

深圳市 

Listed on Ping An Insurance Group’s official careers site. Posted November 24, 2021. 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=C4F370C937C84898A43269D400E1A947)

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

## Job description

岗位职责 （一）负责分行代发业务各项指标的达成，包括但不限于累计代发额、净增代发个人有效客户数、新增代发客户的风险测评渗透率、微信绑定渗透率和口袋银行渗透率等营销； （二）支持综拓、支行或对公团队深入代发企业，做好代发企业拓展支持营销服务工作； （三）团队自行外拓代发企业，做好代发企业拓展工作； （四）贯彻合规及风险管理工作要求，确保业务开展合法合规；关注合作代发业务的推广，以防虚假宣传等造成客户投诉。 （五）完成上级交办的其它工作。

### 任职资格 （一）学历

本科及以上学历，市场营销、金融等相关专业、有同业类似岗位经验者优先考虑； （二）经验：金融/销售/客服从业经验2年及以上，服务营销能力强，持有AFP、CFP等理财专业证照者优先； （三）熟练使用电脑及办公软件，良好的语言表达能力； （四）有服务意识和销售特质，责任心强，积极认真，抗压力强；思维敏捷，沟通有说服力，目标导向； （五）纪律及合规意识强。

## At a glance
- Posted by the employer: Nov 24, 2021
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 深圳市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=C4F370C937C84898A43269D400E1A947)

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

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