Anthony Michael
Portfolio Manager
Hyderabad
Summary
Talented Portfolio Manager bringing 9 years of experience in making proactive fund proposals. Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities.
Overview
7
7
years of professional experience
Work History
Portfolio Manager
Bloomsbury Institute London
6 2023 - 4 2024
- Monitored sales performance metrics closely, adjusting strategies as needed to achieve desired results consistently.
- Introduced data-driven decision-making processes within the team, leading to more informed strategic planning.
- Managed a team of 25 people, also managed large events responsible for on-time to have students on board.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Build positive partnerships with schools and school networks.
- Created compelling proposals for prospective clients, highlighting unique value propositions tailored to their specific needs.
- Provided expert guidance on portfolio management best practices, enhancing overall team performance and expertise.
- Plans and maintains appropriate and regular communication with agents within assigned territory through phone, e-mail and in writing.
- Is responsive to and resolves student’s issues as they arise directly and/or by coordinating with other functional areas of the company (admission, operations and finance).
- Establish and support Education channel partners to expand market penetration and effective delivery of learning solutions.
Team Leader, Sales Operations
Global Education India
05.2019 - 02.2023
- Managing a team size of 10-15 members that advise students on guidance and support into top universities under GUS umbrella.
- Closely work with stakeholders to deliver while striking balance.
- Providing individually tailored advice to all prospective students.
- For international students: advising/ making students aware of on visa, immigration issues and compliance.
- Monitor, evaluate and respond to trends, developments, threats, and opportunities while actively increasing conversion rate.
- Ensuring all relevant admissions emails/letters/phone calls regarding enquiries/applications from students are dealt with efficiently and effectively as per the admission process.
- Provide outstanding customer service to all students, and all stakeholders, which is timely and efficient, and encourages students to choose GUS.
- Informed sales team on availability and interpretation of forecasting and territory management data to enable team members to close more sales.
- Exceeded sales targets by motivating team members and providing ongoing coaching.
- Streamlined and monitored quality programs to alleviate overdue compliance activities.
- Improved productivity of customer service team by leading training initiatives and revamping schedules.
- Streamlined sales processes to improve efficiency and productivity within the team.
- Implemented data-driven forecasting methods, improving accuracy and informing strategic decision making.
Senior process executive
Synchrony Financial
09.2017 - 03.2019
- Taking inbound recovery collection calls in a professional manner while keeping and improving customer relations.
- Reviewing the special credit (payment plans) customers to ensure all relevant debts are managed as necessary for deceased coded accounts, delinquent coded and bankruptcy coded.
- Monitoring accounts to identify overdue payments.
- Keeping accurate records and reporting on collection activity.
- Providing the settlements and helping the customer to improve the credit score.
- Dealing with the third-party agency to help the customer to close their delinquent and deceased accounts.
- Helping the fraud team to research and analyze whether the account is really a fraud account.
- Coding and decoding of the accounts depending on the status.
- Reporting the daily, weekly, and monthly metrics to the Assistant vice president and manager.
- Training new staff in recovery accounts, deceased accounts, bankruptcy accounts and for current accounts.
Process executive
ADP
09.2015 - 06.2017
- Working as a process Associate at ADP for wage payments.
- Responsible for sending weekly and daily reports to clients.
- Responsible for solving customer queries and providing them with immediate resolution.
- Experienced in processing checks and all check-related issues.
- Responsible for the new clients and their queries.
- Won top performer award for the month of Feb’17.
- Monitoring calls, emails & chats, able to detect fraud cases from logged data of system, review suspect items and attempt preventive measures and pursuit steps.
Education
MBA - HR/Marketing
Dr. B R Ambedkar Institute of Management and Technology
Graduation - B. Com General
Dr. B R Ambedkar Degree College
Intermediate - Vocational course in Physiotherapy
Padmavathi Vocational Junior College
SSC - SSC
Little Flower High School
Skills
People Management
undefinedAccomplishments
Received best team leader for outstanding performance for consecutive years 2021-2023.
Received outstanding performance for the year 2023 for achieving 130% target
Was awarded as top performer monthly as well as quarterly wise.
Was awarded for taking the maximum number of calls in a particular quarter.
Synchrony Financial awarded the customer’s appreciations, raters and client appreciation.
Awarded by the raters as the first WOW caller in recovery callcenter.
Was selected for escalation help desk (in taking supervisor calls).
Personal Information
Date of Birth: 08/04/1991
Timeline
Team Leader, Sales Operations
Global Education India
05.2019 - 02.2023
Senior process executive
Synchrony Financial
09.2017 - 03.2019
Process executive
ADP
09.2015 - 06.2017
Portfolio Manager
Bloomsbury Institute London
6 2023 - 4 2024
MBA - HR/Marketing
Dr. B R Ambedkar Institute of Management and Technology
Graduation - B. Com General
Dr. B R Ambedkar Degree College
Intermediate - Vocational course in Physiotherapy
Padmavathi Vocational Junior College
SSC - SSC
Little Flower High School
Similar Profiles
Sadokat JakbaralievaSadokat Jakbaralieva
Front desk receptionist at Thistle Bloomsbury Park and Holborn HotelsFront desk receptionist at Thistle Bloomsbury Park and Holborn Hotels
HEE WON YANGHEE WON YANG
Korean Language Teacher (MYP / DP) at Bloomsbury EducationKorean Language Teacher (MYP / DP) at Bloomsbury Education
Evelina KondratenkoEvelina Kondratenko
Volunteer at London South Collegiate InstituteVolunteer at London South Collegiate Institute