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Ping An Insurance Group · 长沙市

# 线上服务经理

长沙市 

Listed on Ping An Insurance Group’s official careers site. Posted July 13, 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=4AE7693EC6CE404CB228F8A5658D4804)

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

## Job description

岗位职责
- 对存量潜力客户进行精细化维护与深度经营，提升客户黏性。
- 了解线上客户的资产配置状况及投资属性，深入挖掘客户需求，为客户提供个性化的投资建议、理财规划及资产配置方案。
- 熟练运用超级企微、电话商机、自媒体、手机银行等数字化经营工具，完成客户的批量触达、精准营销与高效服务。
- 执行银行的线上经营策略，完成标准化的经营动作，向客户推荐合适的理财产品，帮助客户完成购买流程，并达成既定的业绩目标。
- 提供投前、投中、投后的全流程服务，协助解决客户在购买理财产品中遇到的各类问题。
- 以客户为中心，在复杂的市场环境中做好客户的陪伴经营，提供专业、及时的市场分析和产品咨询服务，为客户创造价值。 任职资格
- 大学本科及以上学历，金融相关专业优先。
- 两年及以上线上服务或客户管理经验，熟悉线上服务流程，具备处理客户问题和提供解决方案的能力。
- 具备优秀的沟通能力、数据分析能力，能够解读数据并清晰地与客户和团队交流。
- 目标感强，有恒心、韧劲强，遵纪守法，合规意识强。

## At a glance
- Posted by the employer: Jul 13, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 99 days
- Location: 长沙市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=4AE7693EC6CE404CB228F8A5658D4804)

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OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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