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业务类(公司、零售、普惠)

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Onsite

业务类(公司、零售、普惠)

平安健康保险股份有限公司

业务类(公司、零售、普惠)

1 month ago

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Important information


Contract type:

Permanent

Location:

Hohhot, Inner Mongolia, China

Work mode:

Onsite

Published on:

15 September 2026

What they need


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平安银行-业务类(公司、零售、普惠)

城市: 呼和浩特市 经验要求: 3年 招聘人数: 3人 今天

岗位职责:

  • 1、负责开拓并维护批量获客渠道,建立长期、稳定、良好的合作关系;
  • 2、负责直接拓展客户;负责日常业务的跟进和推动,达成创利和KPI指标、达成交叉销售业务目标;
  • 3、负责客户业务受理与贷前调查工作;按贷后管理和资金流向相关制度和实施细则要求,落实贷款管理工作;
  • 4、落实合规及风险管理工作要求,确保业务合法合规。

岗位要求:

  • 1、有一定渠道资源,责任心强,具有较高的内外沟通、协调和公关能力,具有较好的抗压能力;
  • 2、具有银行相关工作经历,有一定的优质客户资源,具备良好的业务素养,能够高质量完成本职工作;
  • 3、熟悉银行相关产品,擅长理财规划和保障规划,具有较强的服务营销能力和商业敏感性;持有AFP、CFP理财专业证书、国际保险专业证照者优先,曾获得COT、TOT、MDRT和IDA荣誉优先;
  • 4、品行端正,无不良行为记录,具有良好的团队协作意识与态度,良好的沟通能力。

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