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综拓客户经理

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Onsite

综拓客户经理

平安健康保险股份有限公司

综拓客户经理

2 months ago

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Important information


Contract type:

Permanent

Location:

Haikou, Hainan, China

Work mode:

Onsite

Published on:

25 August 2026

What they need


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平安银行-海口分行零售业务管理部

城市: 海口市 经验要求: 1年 招聘人数: 1人 今天

岗位职责:

  • 1、经营重点客群,推动AUM、LUM、信用卡业务。通过圈子经营、培训宣导、营销活动、面谈沟通等方式,线上线下相结合,达成业绩指标、通过考核;
  • 2、推动协调银行经营平台和队伍,包括线上经营平台、网点、理财经理、金融顾问、个贷队伍,共同协助重客服务好客户;
  • 3、做好重客客群的银行服务,促进其体验及使用银行的产品及功能,提升其满意度;
  • 4、通过宣导俱乐部业务(含俱乐部品牌、权益、产品、激励方案等)招募有意愿的潜力会员,同时推动会员实现新获客、存量客户提升;
  • 5、遵守各项法律、法规、制度,落实合规及风险管理工作要求,严格控制风险,确保MGM业务健康发展;
  • 6、完成上级交办的其他工作。

岗位要求:

  • 1、本科及以上学历;
  • 2、熟悉基本财务会计知识,具有渠道工作经验或渠道资源者优先;
  • 3、沟通及表达能力佳,具备较好的抗压能力、团队协作意识与工作态度;
  • 4、有良好的的职业道德,无严重违规违纪及不良从业记录。

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