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Ping An Insurance Group · 上海市

# 客户管理岗

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted April 18, 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=DA0AB4964AEC41D1BE3515CE944104FF)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 客户管理岗

## Job description

岗位职责

### 一、客户关系维护

1、定期拜访甲方，维护与客户之间的关系，实现资源倾斜 2、接待/应对甲方客户各类检查及甲方业务相关会议

### 二、日常工单处理

1、日常与甲方业务往来事项的处理、业务数据核对、佣金结算进度追踪等

三、数据分析、业绩追踪预警 1、关注客户数据走势变化，分析优劣并提出改善建议 2、了解催收业绩变化起因，追踪检视结果，持续跟进直至改善 任职资格 1、有一定的数据分析能力，熟练EXCEL使用及PPT汇报能力 2、拥有强烈责任心和上进心，拥有较好的沟通协调能力和较强的抗压能力； 3、3年以上银行信用卡、信贷产品相关贷后管理工作经验优先 4、2年以上催收公司乙方对接工作经验优先

## At a glance
- Posted by the employer: Apr 18, 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=DA0AB4964AEC41D1BE3515CE944104FF)

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