第1篇 保險(xiǎn)金融主管崗位職責(zé)

finance&insurance supervisor/集團(tuán)金融保險(xiǎn)主管 奧地利保時(shí)捷控股中國區(qū)總部(寶愛捷中國) 寶愛捷(中國)汽車投資有限公司,奧地利保時(shí)捷控股中國區(qū)總部(寶愛捷中國),奧地利保時(shí)捷控股中國區(qū)總部(寶愛捷中國),寶愛捷 aims of the position

together with group team member to continuously improve and optimize dealers f&i business in order to achieve group’s overall f&i quantitative and qualitative target

main tasks

1.monitor dealer’s f&i performance on daily basis, drive work efforts to meet kpis set.

2.assist group f&i director in negotiating with external business partners in order to improve dealer’s cooperation condition and maximize f&i profit at dealership.

3.consolidate, analyse operational data to provide business report for managerial decision making.

4.assist group f&i director in optimizing f&i products and the working process and ensure the proper execution of group strategy at dealerships.

5.in collaboration with group training academy, to organize related f&i trainings to improve soft-skill of dealer’s sale force.

6.in collaboration with group’s audit and compliance department to monitor the operational risks and ensure deale's f&i operation is in compliance with local regulations and company’s inner policy.

7.handle ad-hoc projects as assigned from time to time.

profile of requirements / personality requirements

education

?bachelors / master’s degree in finance and insurance, business management, economics.

?previous working experience in auto retail group, insurance company and bank is preferable.

soft skills / other requirements

?proficient in english and mandarin, both written and oral,

?proficiency with microsoft office suite (word, excel, access & powerpoint);

?quick learner, result driven and willing to take new challenges;

?willing to travel (up to 30%).

第2篇 保險(xiǎn)金融咨詢主管崗位職責(zé)要求

崗位職責(zé)：

1、與客戶溝通介紹相關(guān)保險(xiǎn)產(chǎn)品責(zé)任；

2、協(xié)助處理問題件照會(huì)等服務(wù)工作；

3、根據(jù)公司業(yè)務(wù)發(fā)展規(guī)劃，督導(dǎo)、促進(jìn)業(yè)務(wù)推動(dòng)計(jì)劃的實(shí)施，確保業(yè)務(wù)目標(biāo)的實(shí)現(xiàn)；

4、維護(hù)渠道關(guān)系及駐點(diǎn)輔導(dǎo)支持，對渠道業(yè)務(wù)開展過程中的各類問題提供咨詢及陪訪支持；

5、負(fù)責(zé)服務(wù)渠道各階段業(yè)務(wù)分析工作，及時(shí)發(fā)現(xiàn)問題并加以調(diào)整；

6、根據(jù)渠道的需求，組織并開展重點(diǎn)產(chǎn)品培訓(xùn)及沙龍活動(dòng)的籌辦；

7、負(fù)責(zé)配合公司培訓(xùn)計(jì)劃，開展各類保險(xiǎn)制式化培訓(xùn)工作；

8、負(fù)責(zé)保險(xiǎn)業(yè)務(wù)相關(guān)輔銷工具的管理及使用輔導(dǎo)工作；

9、負(fù)責(zé)業(yè)務(wù)管理工作中的日常事務(wù)及其他領(lǐng)導(dǎo)交辦的工作。

崗位要求：

1、三年及以上保險(xiǎn)業(yè)務(wù)推動(dòng)工作經(jīng)驗(yàn)，有保險(xiǎn)專業(yè)中介工作經(jīng)歷者優(yōu)先考慮；

2、具備一定的保險(xiǎn)銷售經(jīng)驗(yàn)或培訓(xùn)經(jīng)驗(yàn)，有團(tuán)隊(duì)管理經(jīng)驗(yàn)者優(yōu)先考慮；

3、熟悉當(dāng)?shù)乇ｋU(xiǎn)市場，具有較好的產(chǎn)品分析能力；

4、本科及以上學(xué)歷，保險(xiǎn)、金融、法律、醫(yī)學(xué)、稅務(wù)、營銷等專業(yè)優(yōu)先考慮；

5、具備較好的溝通能力及表達(dá)能力，富于團(tuán)隊(duì)精神；

6、具備較強(qiáng)的學(xué)習(xí)能力，工作主動(dòng)性強(qiáng)，富于進(jìn)取精神。