- 目錄
-
第1篇保險金融主管崗位職責 第2篇保險金融咨詢主管崗位職責要求
第1篇 保險金融主管崗位職責
finance&insurance supervisor/集團金融保險主管 奧地利保時捷控股中國區總部(寶愛捷中國) 寶愛捷(中國)汽車投資有限公司,奧地利保時捷控股中國區總部(寶愛捷中國),奧地利保時捷控股中國區總部(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 保險金融咨詢主管崗位職責要求
崗位職責：
1、與客戶溝通介紹相關保險產品責任；
2、協助處理問題件照會等服務工作；
3、根據公司業務發展規劃，督導、促進業務推動計劃的實施，確保業務目標的實現；
4、維護渠道關系及駐點輔導支持，對渠道業務開展過程中的各類問題提供咨詢及陪訪支持；
5、負責服務渠道各階段業務分析工作，及時發現問題并加以調整；
6、根據渠道的需求，組織并開展重點產品培訓及沙龍活動的籌辦；
7、負責配合公司培訓計劃，開展各類保險制式化培訓工作；
8、負責保險業務相關輔銷工具的管理及使用輔導工作；
9、負責業務管理工作中的日常事務及其他領導交辦的工作。
崗位要求：
1、三年及以上保險業務推動工作經驗，有保險專業中介工作經歷者優先考慮；
2、具備一定的保險銷售經驗或培訓經驗，有團隊管理經驗者優先考慮；
3、熟悉當地保險市場，具有較好的產品分析能力；
4、本科及以上學歷，保險、金融、法律、醫學、稅務、營銷等專業優先考慮；
5、具備較好的溝通能力及表達能力，富于團隊精神；
6、具備較強的學習能力，工作主動性強，富于進取精神。
