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Subeesh  Sudevan, Financial Advisor

Subeesh Sudevan

Financial Advisor·MetLife

United Arab Emirates

Bachelor's degree, Computer Applications

Work experience

Total years of experience: 13 years, 4 months

Financial Advisor

November 2024 - March 2026

MetLife

Dubai, United Arab Emirates

November 2024 - March 2026

• Managed and grew a portfolio of retail and HNW clients across life insurance, health protection, retirement planning,
and wealth management products.
• Consistently met and exceeded monthly sales targets; generated new business through structured pipeline management,
lead generation, and referral strategies.
• Conducted financial needs analysis sessions and product presentations to tailor solutions for individual client profiles.
• Handled policy servicing, renewals, claims coordination, and documentation — ensuring a seamless post-sale client
experience.
• Ensured full adherence to UAE regulatory guidelines, ethical sales practices, and MetLife compliance frameworks.

Company industry:
Insurance & TPA
Job role:
Finance and Investment

Relationship Officer

October 2023 - October 2024

MarkAi Commercial (Standard Chartered Bank)

Dubai, United Arab Emirates

October 2023 - October 2024

• Managed a portfolio of commercial banking clients as the primary relationship contact for credit, cash management,
and banking solutions.
• Identified and executed cross-selling and upselling opportunities — increasing product penetration across the existing
client base.
• Prepared and presented credit proposals and risk assessments in line with bank policies and regulatory requirements.
• Maintained CRM records with full KYC and AML compliance — achieving a zero-findings outcome across all internal
audits during tenure.
• Strengthened client retention through proactive issue resolution and personalised service delivery.

Company industry:
Banking
Job role:
Sales

Transport Coordinator

March 2022 - June 2023

Transguard Group LLC

Dubai, United Arab Emirates

March 2022 - June 2023

• Processed, verified, and maintained high-volume employee and operational data with a focus on accuracy and
integrity.
• Plan and implement transport routes according to business units requirement.
• Execute company policies, procedures, and safety standards to ensure the proper cleanliness and
safety of the transportation and vehicles.
• Managing RTA portals for organization requirements like vehicle branding, permits and licenses.
• Motivate workers to get exceptional performance through implementation of new strategies.

Company industry:
Private Security Services
Job role:
Logistics and Transportation

Senior Corporate Agency Manager

May 2021 - January 2022

HDFC Life

Kerala, India

May 2021 - January 2022

• Led and coached a team of agency managers to improve sales performance, product knowledge, and compliance
standards.
• Developed strategic sales plans to penetrate corporate and retail insurance markets, including group health and term
life segments.
• Forged relationships with key corporate clients and channel partners, driving bancassurance business growth.

Company industry:
Insurance & TPA
Job role:
Sales

Associate Sales Manager

September 2017 - March 2021

Aditya Birla Sun Life

Coimbatore, India

September 2017 - March 2021

• Managed a large client portfolio providing advisory services for ULIP, term life, and investment-linked insurance
products.
• Delivered 200% average annual sales growth through consultative selling, cross-sell strategies, and strong client
relationship management.
• Trained bank staff across partner branches on insurance selling skills, product compliance, and CRM usage.

Company industry:
Insurance & TPA
Job role:
Sales

Marketing Coordinator

November 2014 - July 2017

Phoenix Volkswagen

Kerala, India

November 2014 - July 2017

• Coordinated marketing campaigns and customer outreach initiatives, driving showroom footfall and vehicle sales
pipeline.

Company industry:
Automotive Dealership & Distributor
Job role:
Marketing and PR

Business Developer

May 2012 - September 2014

Orange Media

Bengaluru, India

May 2012 - September 2014

• Identified and acquired new business clients; managed end-to-end sales cycle from lead generation to deal closure.

Company industry:
Advertising
Job role:
Management

Education

Bharathiar University

April 2011

April 2011

Bachelor's degree, Computer Applications

India

Bharathiar University

January 2011

January 2011

Bachelor's degree, computer applications

India

Skills

BANKING
Expert
BANKING
Expert
CLIENT SERVICES
Expert
CLIENT SERVICES
Expert
CONSULTATIVE SELLING
Intermediate
CONSULTATIVE SELLING
Intermediate
FINANCIAL NEEDS ASSESSMENT
Intermediate
FINANCIAL NEEDS ASSESSMENT
Intermediate
FINANCIAL SERVICES
Intermediate
FINANCIAL SERVICES
Intermediate
INVESTMENTS
Intermediate
INVESTMENTS
Intermediate
LEADERSHIP
Intermediate
LEADERSHIP
Intermediate
PRODUCT KNOWLEDGE
Intermediate
PRODUCT KNOWLEDGE
Intermediate
SALES
Intermediate
SALES
Intermediate
WEALTH MANAGEMENT
Intermediate
WEALTH MANAGEMENT
Intermediate
ANTI MONEY LAUNDERING
Intermediate
ANTI MONEY LAUNDERING
Intermediate
BANK INSURANCE MODEL BIM
Intermediate
BANK INSURANCE MODEL BIM
Intermediate
COMMERCIAL BANKING
Intermediate
COMMERCIAL BANKING
Intermediate
KNOW YOUR CUSTOMER
Intermediate
KNOW YOUR CUSTOMER
Intermediate
KNOWLEDGE MANAGEMENT
Intermediate
KNOWLEDGE MANAGEMENT
Intermediate
SELLING TECHNIQUES
Intermediate
SELLING TECHNIQUES
Intermediate

Social profiles

Personal Website
Personal Website

URL removed due to policy violation. Please contact support for further information.

Languages

English
Expert
Malayalam
Native Speaker
Hindi
Intermediate
Tamil
Expert

Training and Certifications

Certifications
Associate Insurance Advisor (CII)
Associate Insurance Advisor
Cisco Certified Internetwork Expert (CCIE)
Associate Insurance Advisor (CII)
Associate Insurance Advisor

Hobbies

  • Football, Financial Analysis