Anupriya M
Portfolio Manger
Chennai
Summary
Highly organized professional with proven track record in coordinating complex tasks and ensuring seamless operations. Adept at managing schedules, resources, and stakeholders to achieve project goals effectively. Renowned for fostering teamwork and adapting to dynamic environments, making significant contributions to organizational success.
Overview
10
10
years of professional experience
2
2
Certificates
3
3
Language
Work History
Portfolio Manager
Conqure Planetario Real Estate LLC
06.2025 - 01.2026
- Evaluated potential alternative investments such as private equity funds or hedge funds as part of a broader effort to diversify client portfolios.
- Presented detailed reports on portfolio performance, highlighting key drivers of growth and areas of improvement.
- Facilitated portfolio performance review and implemented new strategies.
- Collaborated with analysts to identify promising investment opportunities, maximizing portfolio growth.
- Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
- Communicated market developments, portfolio changes and annual performance information to clients.
- Provided strategy advice to high net worth clients.
- Coordinated with legal and compliance teams to ensure all investments adhered to regulatory standards, mitigating risk.
- Established and checked coding procedures, monitored reports and updated internal files.
- Complied with established internal controls and policies.
- Utilized financial software to prepare consolidated financial statements.
Admin Coordinator
Ideal Play Abacus India Pvt Ltd
09.2022 - Current
- Manages key initiatives, projects and analysis to support company and franchise priorities.
- Responsible for advisor engagement in programs that drive practice growth.
- Accountable for selling-in and sell-thru for both franchise planning and implementation of affiliate sales activities per the affiliate’s business model, process and systems.
- Monitors daily sales and product performance, proposing proactive and corrective measures, such as targeted promotions, staff training, Create and execute tools that will aid in the monitoring of operations in the various territories via weekly reports, conference calls and qualitative analysis.
- Works very closely with franchisee's Brand Manager and Operations Manager, internal partners (Allocation, Marketing, Merchandising and Visual) and contribute, in a positive manner, to the group to develop strong partnerships with the various members of the International team.
- Development and maintenance of team tools, including marketing calendars by franchise, deliverables calendar, content calendar.
- 8 months in Admin Coordinator
Collection Executive
ARMSOFT.AIR Tech
04.2021 - 05.2022
- Identify outstanding account receivables Investigate historical data for debts and bills Take actions in order to encourage timely payments.
- 1 Year Bpo voice process
Agent Advisor
Cigna TTK Insurance & Tata AIAA Life insurance
01.2018 - 08.2018
- Directing the marketing plans for clients, proactively servicing needs, maintaining satisfaction and consistently achieving profit goals.
- Process for building rapport & Voicemail follow-up Generating user referrals.
- Tie new hires to product needs.
- 8 Months Agent advisor Executive
Sales Executive
ABK Solution
09.2015 - 11.2017
- Directing the marketing plans for clients, proactively servicing needs, maintaining satisfaction and consistently achieving profit goals.
- Process for building rapport & Voicemail follow-up Generating user referrals.
- Tie new hires to product needs.
- 2yrs Tele-calling Process sales
Education
Diploma - Modern Office Practice, Commercial Practice
Dr.Dharmambal Govt Polytechnic College For Women
01.2021
S.S.L.C - undefined
Rani Lady Meiyammai Higher Sec School
01.2014
Skills
Work independently or as part of a group
Good Communication Skill
Packages Known: MS office Packages Known: Tally - ERP 9 Packages Known: MS Power point
Administrative leadership
Staff supervision
Data entry
Adaptability and flexibility
Problem-solving
Certification
DRA (Debit Recovery Agent) in banking process.
Timeline
Portfolio Manager
Conqure Planetario Real Estate LLC
06.2025 - 01.2026
Admin Coordinator
Ideal Play Abacus India Pvt Ltd
09.2022 - Current
Collection Executive
ARMSOFT.AIR Tech
04.2021 - 05.2022
Agent Advisor
Cigna TTK Insurance & Tata AIAA Life insurance
01.2018 - 08.2018
Sales Executive
ABK Solution
09.2015 - 11.2017
S.S.L.C - undefined
Rani Lady Meiyammai Higher Sec School
Diploma - Modern Office Practice, Commercial Practice
Dr.Dharmambal Govt Polytechnic College For Women
PERSONAL PROFILE
Languages Known: Tamil, English, Telugu.
DECLARATION
I do hereby declare that the particulars of information and facts stated here in above are true and complete to the best of my knowledge and belief. Place: Chennai Date : Your’s obediently ANUPRIYA. M
EXTRACURRICULAR ACTIVITIES
Listening Music Playing Carom, Chess
DECLARATION
I do hereby declare that the particulars of information and facts stated here in above are true and complete to the best of my knowledge and belief. Place: Chennai Date : Your’s obediently ANUPRIYA. M