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Ping An Insurance Group · 佛山市

# 零售信贷客户经理

佛山市 

Listed on Ping An Insurance Group’s official careers site. Posted September 24, 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=ED77BA4EB8D14559B0CDC2CD77786A17)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 零售信贷客户经理

## Job description

岗位职责
- 负责抵押经营贷业务营销拓展，挖掘小微企业、个体工商户融资需求，对接洽谈客户，完成个人任务
- 经营维护高价值存量管户，深挖客户综合金融需求，做好客户全周期服务，提升客户业务转化，同步挖掘按揭类业务机会
- 拓展合作渠道与本地企业圈层，开展客户初步准入甄别，收集申请材料，做好前端风险识别，配合审批、贷后全流程工作
- 落实部门下达的业绩指标，跟踪业务推进进度，同步反馈本地市场变化及同业产品动态 任职资格
- 本地商业银行从业背景，3年及以上抵押经营贷或房地产按揭信贷实操经验，熟悉佛山本地信贷市场、业务流程与风控规则
- 具备丰富的管户客户资源，拥有成熟企业、个体工商户或房地产类客群基础，可快速转化经营贷、按揭相关业务
- 本科及以上学历，金融、经济专业优先，大型房企背景优先
- 职业履历、个人征信无不良记录，恪守职业操守；目标感强，具备较强抗压能力与商务谈判沟通能力

## At a glance
- Posted by the employer: Sep 24, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 26 days
- Location: 佛山市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=ED77BA4EB8D14559B0CDC2CD77786A17)

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