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Ping An Insurance Group · 佛山市

# 集约化服务经理

佛山市 

Listed on Ping An Insurance Group’s official careers site. Posted September 11, 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=404705B1CD044571B54799C57EC8DC83)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 集约化服务经理

## Job description

岗位职责

### 客户全量经营维护
- 承接分支行新增客户落地服务，同步对存量潜力基础客户开展精细化陪伴式经营；通过线上平台、数字化渠道为存量客户提供综合金融服务，深度挖掘客户金融需求，完整做好客户资产、服务信息台账记录。

### 数字化线上经营落地
- 落地分行线上客户经营策略，执行标准化经营动作；熟练运用超级企微、电话商机、自媒体等数字化工具实现客户批量触达、精准服务与持续维护，保质保量完成条线下达业绩目标。

### 资产提升与产品营销
- 梳理客户资产配置、投资风险偏好，开展存款、理财、银管等全品类金融产品营销；精准识别优质潜力客户并向上输送至财富条线，持续提升客户金融持仓规模，推动客户资产层级跃迁。 任职资格

### 学历与从业背景
- 本科及以上学历，1年及以上银行/金融行业从业经验，具备扎实金融专业基础。

### 专业资质与业务能力
- 熟知银行存款、理财等各类零售产品特性与营销逻辑，营销能力突出；持有基金、理财等金融从业资格证书优先。

### 综合软实力
- 服务意识良好，沟通表达能力优秀，精通电话沟通与线上营销技巧；执行力、应变能力强，工作主动积极，抗压能力突出。

### 职业素养
- 严守业务合规底线，合规意识强，无任何违法违纪记录，职业操守优良。

## At a glance
- Posted by the employer: Sep 11, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 39 days
- Location: 佛山市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=404705B1CD044571B54799C57EC8DC83)

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### [SA-智慧语音](https://jobs.opennash.com/companies/ping-an-insurance/jobs/5ab1336bdbb9c8f0c337/)

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### [业务推动岗（综合金融）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/15b9ca7e75735b161fe4/)

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### [业务支持岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/492051d15c8c6daebb4d/)

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### [个贷客户经理（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/d687578b271d947c40cf/)

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### [个贷支持岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/e139a24e5aba9f27aa67/)

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

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