Reema Shah

Credit & Collection Specialist

Retail Investment

• Plan and manage team activities to ensure optimal performance, fostering collaboration and motivation to meet collective goals.
• Approach tasks with a practical mindset, showing readiness to handle challenges and deliver results in a timely manner.
• Ensure timely project completion while maintaining the ability to perform effectively under pressure and manage multiple deadlines.
• Focus on managing time efficiently to meet deadlines and ensure continuous progress in tasks and projects.
• Collect and analyze customer data, including assets and income, to assess credit credibility for pre qualification and reduce financial risk.
• Track collections for assigned areas, ensuring targets are met, and timely payments are collected to maintain financial stability.
• Set monthly collection targets for Tele-Executives and Field Executives, ensuring alignment with organizational objectives.
• Update and forward daily collection and Negative-Positive reports to the head office for analysis and review, ensuring transparency.
• Prevent potential churn by ensuring timely collections and keeping customers connected and engaged with the network.
• Act as the primary liaison between the company, customers, and verification executives, ensuring smooth communication and problem resolution.
• Streamline collection processes to monitor overdue accounts and support better decision-making for organizational growth.
• Review and verify customer verification forms, ensuring data authenticity, and update customer records as required.
• Provide quality service, addressing inquiries from internal and external customers, and resolve discrepancies or issues efficiently.
• Conduct audits of customer data and internal processes to ensure compliance, calculating accuracy rates and creating audit reports for management.
• Contribute to special projects related to vendor files, assist with system changes, and help in vendor education and services training to improve processes.
• Utilize Elliott Wave Theory to analyze market trends, identify intraday movements, and predict future price action.
• Proficient in analyzing market trends, candlestick patterns, moving averages, and key support/resistance levels.
• Skilled in interpreting financial data, including BS, IS, and market trends, to make informed decisions.
• Conduct technical analysis and generate intraday/positional trade calls with a success rate of over 60%.
• Member of the Association of Technical Market Analysts since March 2012; actively participated in meetups.
• Completed the NCFM Capital Markets module, further enhancing technical and market knowledge.
• Created and managed a diversified portfolio of stocks within S&P 500 and Nifty 50 indices.
• Execute and manage trades via a retail broker to optimize portfolio performance and capitalize on market opportunities.

Mats School of Business, Belgaum, Karnataka, India - Post Graduate Program | Marketing & Human Resource From Aug 2007 to May 2009

Gulbarga University, H Hadagali, Karnataka, India - Bachelors in Commerce – Accounting & Finance From Aug 2004 to May 2007