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Ping An Insurance Group · 广州市

# 广州分行线上服务经理

广州市 

Listed on Ping An Insurance Group’s official careers site. Posted May 26, 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=520B52D1DA6B46269787E65853A7753B)

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

## Job description

岗位职责

### 产品破冰
- 主动向客户推介银行产品（如理财、基金等），完成首次销售，提升客户产品持有率。

### 断点承接
- 及时跟进并有效处理客户服务流程中的中断环节或重点商机，确保业务连续性。

### 向上输送
- 识别并培养潜力客户（如准财富级客户），实现客户层级的跃升。

### 客户关系维护
- 通过企微添加、电话触达等方式，保持与客户的紧密联系，提升客户留存率。

### 活动量管理
- 执行标准化的日常活动量计划（如电话量、线上触达量等），确保服务覆盖密度。

### 合规经营
- 严格遵守银行各项合规要求和风险管理规定，确保服务过程规范、适当。

### 客群管理
- 负责线上经营，根据客户层级及需求进行专业化银行服务，实现客户财富的保值增值。 任职资格
- 本科及以上学历，金融、工商管理等相关专业优先。
- 具有1年以上银行或金融相关工作经验；有理财经理、柜员等岗位经验者优先；持有基金从业资格、AFP、CFP等专业证书者优先。
- 熟悉银行理财产品、基金等金融产品，具备快速学习能力。
- 能够熟练使用企微、CRM系统等数字化工具进行客户经营。
- 具备良好的职业道德，合规意识和风险识别能力强，无不良信用记录、违法违纪及行业不良记录。

## At a glance
- Posted by the employer: May 26, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 147 days
- Location: 广州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=520B52D1DA6B46269787E65853A7753B)

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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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