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Ping An Insurance Group · 上海市

# 咨询服务岗

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted March 21, 2022. 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=590DE905714E4D06873A0C862ABF5464)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 咨询服务岗

## Job description

### 岗位职责 岗位职责

1,利用网、电、移（网络+电话+移动技术）一体化的沟通平台与客户进行直接沟通 2,负责客户贷款服务业务的受理，遵守合规及风控要求，耐心指导客户办理贷款 3,协助打款服务客户准备相关材料 4,根据市场营销计划，完成个人业务指标，提升客户体验 5,维护客户关系，手机客户信息并简历客户档案，以便寻找潜在的客户需求 6,积极执行公司政策，完成公司交办的其他工作 任职资格 1,口齿清晰，普通话标准 2,个性开朗、亲切随和、有耐心 3,头脑灵活，思维敏捷，喜欢创新，善于接受新实物 4,具有较强的事业心、上进心，勇于挑战高薪 5,熟练运用EXCEL\PPT\WORD等办公软件 6,有相关呼叫中心、金融从业经验者优先

## At a glance
- Posted by the employer: Mar 21, 2022
- 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=590DE905714E4D06873A0C862ABF5464)

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

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