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Ping An Insurance Group · 上海市

# 产品经理

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted October 12, 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=387320BA769E47C089115A84B9EBB195)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 产品经理

## Job description

岗位职责

### 销售管理
- 制定并持续优化受托业务销售制度、流程与规范，强化分支机构执行督导与目标追踪，保障销售体系合规高效运行；

### 销售支持
- 参与战略客户陪访、招投标、路演等关键环节，提供方案撰写、数据支持与客户应答等专业协助，提升项目落地效率与专业度；

### 销售赋能
- 牵头建设和维护受托业务标准化支持平台，持续完善招投标模板、服务工具包与宣讲材料库，赋能一线团队展业能力；

### 业务协同
- 配合开展与同业机构及大型企业总部的合作对接，准备沟通材料并支持总对总项目推进，促进业务协同发展。 任职资格

### 学历背景
- 研究生学历及以上，特别优秀的本科可放宽，保险、金融、经济等相关专业优；CPA/CFA/FRM资格优先；

### 工作经验
- 至少3-5年金融行业工作经验，有企业/职业年金、养老金、资产管理经验，或服务央国企等大型战略客户经验者优先；

### 专业要求
- 熟悉国内年金或资管业务领域，了解相关政策和规定；具备较强的产品思维与业务理解能力；

### 其他
- 具备优秀的跨部门协调及沟通能力，良好的逻辑分析及报告撰写能力，具有较好的客户服务意识与经营思维，自驱力、抗压能力强，能接受不定期出差。

## At a glance
- Posted by the employer: Oct 12, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 8 days
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=387320BA769E47C089115A84B9EBB195)

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