Subeesh Sudevan

• 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.

• 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 personalized service delivery.

• 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.

• 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.

• 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.

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

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