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Ping An Insurance Group · 上海市

# 客户经理（城发浙沪区）

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted September 2, 2025. 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=43E582AAB42547B5A9B1CA1015F4615C)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 客户经理（城发浙沪区）

## Job description

岗位职责
- 完成公司下达的客户开发计划和绩效指标；
- 对所负责区域内存量客户、目标客户、渠道资源进行有效梳理并有计划地跟踪与开发；
- 负责从项目立项、信息收集、项目评估到合同签订过程的执行，负责此阶段公司内、外部流程的推进及管理；
- 协助资产经理完成存量客户的管理、租金管理和客户巡视工作。 任职资格
- 本科及以上学历；
- 大客户营销相关经验者优先，具备基本的财务、金融基础知识背景；
- 具有良好的规划分析能力、沟通协调能力、客户公关能力、竞争性分析能力、执行力、抗压能力；
- 出色的学习能力和适应能力，能够快速适应新的组织文化；
- 可base浙江、上海。

## At a glance
- Posted by the employer: Sep 2, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=43E582AAB42547B5A9B1CA1015F4615C)

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

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