A society office relationship manager primarily deals with customers, apart from this a relationship manager may also be required for communicating with their client.
·        Coordinated with the team and assisted society members in providing optimal financial advice of assets.
·        Manage all processes with accuracy and ensure an optimal level of customer satisfaction.
·        Analyzed process, determined client requirements, and provided appropriate resources.
·        Manage all customer’s Asset transfer and financial matters.
·        Good understanding of the financial needs of all types of clients.
·        Proficient in completing all work according to the deadline.
·        Maintained knowledge of distribution to provide optimal service support.

Look after all HR/Admin related matters.
Manage company confidential/important record of property, staff and vehicles documents.
Deal with labor departments, SEESI and EOBI.
Disposal theft and total loss vehicle through advertising in the newspapers.
Manage record of company vehicles buying, selling.
Arrangement of travel and accommodations.
Manage record of PF fund of office staff.
Advertisements for hiring staff when needed.
Manage all utility bills and printing materials.
Manage of rental properties/lease records.
Discuss with CEO before proceeding further in the matter of Admin/HR.

Manage receipts voucher, bank payment voucher, and petty cash voucher.
Maintain of client/party ledger manual and computerized.
Supervision of social security (EOBI) and tax payments of the field office.
Create end of month reports, checking balances at the end of the month & ensure timely submission of the accounting data CFO.
Maintain outstanding Premiums.
Premium reconciliation with other insurance companies.
Bank reconciliation and cash handling.
Commission statement and marketing staff premium target reconcile.
Manage marketing client ledger maintain.

Manage of receipts voucher, bank payment voucher, Journal voucher, and petty cash voucher.
Maintain of client/party ledger manual and computerized.
Supervision of social security (EOBI) and tax payments of the office staff.
Create end of month reports, check n balances at the end of the month & ensure timely submission of the accounting data CFO.
Maintain the record of recovery of outstanding Premiums.
Maintain all records and files related to the project’s accounting & finance.
Checking of vouchers, fund request, and all other relevant monetary compliance matters.
Maintain the necessary documentation for banking transactions (deposit cash/cheque, collect monthly bank statement etc.).
Handling in car finance account with the bank.
Premium reconciliation with the bank and outstanding statement.
Bank Reconciliation and cash handling.
Commission statement and marketing staff premium target reconcile.
Manage marketing client ledger maintain.
Checking staff salaries, PF fund etc.
Proper checking and update record of employees and their deduction.
Assist to senior manager for finalization of account.

Handling in car finance account with the bank.
Branch weise premium receipts issue, payment voucher, petty cash voucher and preparation of agent commission statement etc.
Premium reconciliation with the bank and outstanding statement.
Bank reconciliation.

Payment voucher, petty cash voucher.
Bank Reconciliation and cash handling.
Prepare Journal Ledger & Trial Balance.

Payment voucher, petty cash voucher.
Bank Reconciliation and cash handling.
Prepare Journal Ledger & Trial Balance.
Site project labor payments.
Store reconciliation.

Receipts, payment voucher, petty cash voucher.
Bank Reconciliation.
Prepare journal ledger.

Receipts, payment voucher, petty cash voucher.
Bank reconciliation.