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Ping An Insurance Group · 宁波市

# 综拓经理

宁波市 

Listed on Ping An Insurance Group’s official careers site. Posted August 14, 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=664A2263D87A44EEB438397807FD6000)

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

## Job description

岗位职责
- 经营渠道，推动业务。通过圈子经营、培训宣导、营销活动、面谈沟通等方式，线上线下相结合，推动渠道业务发展，达成业绩指标、通过考核；
- 推动协调银行经营平台和队伍，包括线上经营平台、网点、理财经理、金融顾问、个贷队伍，共同协助业务员服务好客户；
- 做好综拓客群的银行服务，促进其体验及使用银行的产品及功能，提升其满意度；
- 遵守各项法律、法规、制定，落实合规及风险管理工作要求，严格控制风险，确保渠道业务健康发展。 任职资格

### 学历要求
- 全日制本科及以上学历；

### 从业经验
- 有金融行业从业经验或熟悉寿险客群者优先；
- 需取得个人理财产品销售资格、个贷产品销售资格、代理保险销售资格或保险从业资格；

### 其他要求
- 较强的亲和力、沟通能力、人际交往能力、学习能力及敏锐的观察力，形象健康、谈吐大方；
- 无犯罪、重大违法违规或行业不良记录。

## At a glance
- Posted by the employer: Aug 14, 2021
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 宁波市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=664A2263D87A44EEB438397807FD6000)

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### [IT技术支持岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/d53ac94d2799b13bae04/)

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### [业务管理岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b13dd46f6973bb4b2c41/)

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### [个贷业务团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/14095dfa4b6d508b16a8/)

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### [个贷客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/d94300285409bac95cfa/)

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### [个贷客户经理（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/4059fb3515a2687f5b74/)

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

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