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Rahna Wilson, Relationship Officer

Rahna Wilson

Relationship Officer·Canara HSBC Life Insurance,

United Arab Emirates

High school or equivalent, Finance

Work experience

Total years of experience: 6 years, 5 months

Relationship Officer

January 2025 - Present

Canara HSBC Life Insurance,

Thrissur, India

January 2025 - Present

• Achieve sales targets for banking products and services
• Handle customer queries, complaints, and ensure quick resolution
• Generate leads, processing documentation
• Manage and maintain relationships with existing and new customers
• Identified customer needs and recommended suitable insurance policies
tailored to client requirements.
Company industry:
Insurance & TPA
Job role:
Sales

Accountant

January 2021 - January 2025

Akhil Traders,

Thrissur, India

January 2021 - January 2025

• Recorded daily financial transactions.
• Maintained general ledger and financial records.
• Prepared monthly and annual financial statements.
• Handled billing, invoicing, and payment follow-ups.
• Performed bank reconciliations and managed cash flow.
• Assisted with financial analysis for business improvements.
Company industry:
Trading & Commodity Trading
Job role:
Accounting and Auditing

– Accountant Assistant

January 2020 - January 2021

C.V. Shaju & Company,

Thrissur, India

January 2020 - January 2021

• Preparation of financial statements.
• Monthly balance sheet reconciliation.
• Verified and documented financial transactions.
• Learned key accounting procedures under professional supervision.
Company industry:
Accounting
Job role:
Accounting and Auditing

Education

University of Calicut

January 2018

January 2018

High school or equivalent, Finance

India

University of Calicut

January 2015

January 2015

High school or equivalent, Co-operation

India

Skills

Microsoft Excel
Intermediate
Microsoft Excel
Intermediate
Management
Intermediate
Management
Intermediate
Sales
Intermediate
Sales
Intermediate
Marketing
Intermediate
Marketing
Intermediate
Customer Service
Intermediate
Customer Service
Intermediate
ACCOUNTING
Intermediate
ACCOUNTING
Intermediate
BILLING
Intermediate
BILLING
Intermediate
CORPORATE FINANCIAL REPORTING
Intermediate
CORPORATE FINANCIAL REPORTING
Intermediate
FINANCE
Intermediate
FINANCE
Intermediate
FINANCIAL ANALYSIS
Intermediate
FINANCIAL ANALYSIS
Intermediate
FINANCIAL STATEMENTS
Intermediate
FINANCIAL STATEMENTS
Intermediate
MICROSOFT OFFICE
Intermediate
MICROSOFT OFFICE
Intermediate
RECONCILIATION
Intermediate
RECONCILIATION
Intermediate
REGULATORY COMPLIANCE
Intermediate
REGULATORY COMPLIANCE
Intermediate
TALLY ERP
Intermediate
TALLY ERP
Intermediate
Administration
Intermediate
Administration
Intermediate
Computer Skills
Expert
Computer Skills
Expert

Languages

English
Beginner
Malayalam
Beginner
Hindi
Beginner

Training and Certifications

Certifications
Tally Certification
BFSI – GST Accounts Assistant
GST, Tally & MS Office

Hobbies

  • Volunteering at Church Events
  • Organizing Home Accounts
  • Reading Financial Articles