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Shanghai Pudong Development · 上海

# 渠道销售岗（行外渠道）

上海 

Listed on Shanghai Pudong Development’s official careers site. Posted August 21, 2026. Check that it is still open and apply there.
[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10020758&type=1)

[OpenNash Jobs](https://jobs.opennash.com/) / [Shanghai Pudong Development](https://jobs.opennash.com/companies/shanghai-pudong-development/) / 渠道销售岗（行外渠道）

## Job description
- 熟悉投资经理的投资运作，对产品运作情况和业绩进行汇总分析，解答客户的疑惑；
- 与投资部门紧密配合，深入一线进行产品路演和营销；
- 完成营销材料、营销活动等相关事务，包括对产品提供数据更新，提供最新的业务数据进行支持；
- 提供周报、业绩报告以及投资策略报告等支持；
- 了解产品的最新行业信息，提供跨部门配合的信息，积极促进新产品的研发，配合新产品的营销活动；
- 开拓行外代销渠道，包括金融业代销渠道和互联网业代销渠道;上级主管交代的其他工作内容
- 根据公司的理财产品，制定和实施相应的销售方案，明确销售渠道和策略，向机构客户提供投资建议，推荐理财产品或根据需求客制化产品；
- 负责开拓基金、保险、信托等机构客户，与其建立合作关系，并开展对客户和渠道的维护和服务工作；
- 收集并统计市场信息和客户建议，及时整理信息并反馈，并向公司提供合理的建议。

### 学历
- 硕士及以上学历

### 专业
- 经济、金融等相关专业优先

### 行业
- 理财、银行、基金、券商、信托、保险等行业

### 工作领域
- 渠道销售等相关领域，了解理财产品，有代销渠道资源及经验的优先。

### 工作年限
- 2年及以上

## At a glance
- Posted by the employer: Aug 21, 2026
- First seen by OpenNash: Aug 1, 2026
- Last checked: Oct 19, 2026
- Listed for: 79 days
- Location: 上海[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10020758&type=1)

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

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