Mallikarjun Kubsad

Managed HNI/UHNI portfolios across PMS, Private Equity, Real Estate, and NCDs

Conducted financial planning based on client profiles and advised suitable investments

Achieved revenue targets through client acquisition and retention

Provided regular updates on new investment products

Handled a diversified portfolio of HNI clients across multiple investment products

Built strong client relationships and ensured service consistency

Helped achieve monthly revenue goals through personalized planning

Managed branch operations, profitability, and team performance

Oversaw the sale of financial products including insurance, FDs, mutual funds, etc.

Led a team of Relationship Managers and supported them in client conversions

Ranked No.1 BM for Karnataka and consistently top-ranked nationally

Recruited, trained, and managed financial advisors

Handled direct marketing and achieved monthly sales targets

Led a team of sales executives and agents in solar energy solutions

Oversaw recruitment, training, and performance tracking

Handled sales targets for Sirsi and Kumta regions

Grew market presence through promotions and distributor engagement

Increased market share through direct dealer development

Independently managed the Goa territory with 35 dealers

Ranked No.3 in India for sales in 2004

Developed distributor networks for better coverage

Promoted OTC products like Calcium Sandoz and Otrivin

Managed distributors and conducted chemist visits

Executed in-store merchandising and promotions