Senior Marketing Intelligence Analyst
Mohamed Abdulrahman Al-Bahar (Caterpillar)
Total years of experience :14 years, 4 Months
Responsibilities:
Marketing Research:
Create marketing dashboards that visualize meaningful insights to executive management and branch heads.
Analyze - Market Share Trends, Market Size, Market Capitalization, Dealer Participation, Brand Ranking and Price Premium Analysis.
Sales Analysis - Analyze periodic sales trends, lost sales analysis, provide insights on primary and secondary reasons contributing for deals.
CRM Database - Integrating and blending the CRM Leads and Opportunities data for market research and marketing campaign purposes.
Work closely with internal and external support teams for continuous improvement in the CRM data gathering techniques.
Customer Experience - VOC and VOB:
Identify customer needs to create a superior customer experience through transactional surveys and process optimizations.
Gathering the customers' transactional information from various divisions across branches for survey purpose.
Coordinate the end to end transactional survey process with customer support representatives.
Analyze the survey results, understand and identify the customer concerns and business Gaps.
Coordinator and Key liaison for surveys between Management, system administrator and external vendors.
Discuss and negotiate various system enhancements with vendors during process optimization - Vendor Management.
Marketing Campaigns:
Define the target market, specific target audience and develop marketing campaigns.
Research current marketing campaigns run by competitors and analyze the same.
Developing marketing communications channels in ways preferred by customers.
Actively involve, Plan, manage and assist marketing operation in developing marketing content, marketing collaterals and communicating brand messages.
Marketing Campaigns:
Referral Campaign
0%Finance (Cat Finance)
Discount Campaign (Parts and Services)
Packaged Equipment Solutions
Projects:
Branch Study - Root Cause Analysis Approach
Customer Loyalty Program (revamp)
CRM Lead Management and escalations
Materials Handling - Product Sales and Marketing Review
Honor & Award:
3rd Place in Customer Experience - Global Customer Excellence Award (ACAM Dealers)
Description:
Global Customer Excellence Award (ACAM Dealers) is a highly recognized award in the Caterpillar world which recognizes the best initiatives that are most applicable and sustainable within the dealership across the ACAM region (Asia Pacific, CIS, Africa & Middle East).
The entry was focused towards the series of initiatives (Six Sigma - MGPP) which had a direct impact on the various customer interactions and overall customer experiences during the year 2016. The initiatives ranging from enhancing the customer's buying experience by providing the best customer centric solutions and offers with the help of VOC up to delivering superior after sales experiences that ultimately impact the net loyalty of the dealership were presented to the principal - Caterpillar.
Thankful to the team and the executive management for their active involvement and support throughout.
Date: February 2017
Issued By: Caterpillar Inc.
Responsibilities:
Generate market risk/research reports and explain the same to the clients. Demonstrate and Sell any new development that improves the data integrity of the process to the existing clients.
Create, update and maintain the process related documents and perform end to end document audit.
Assist the management in client billing, employee benchmarking and FTE (Full Time Employee) Analysis.
Interacting with the global oil brokers’ and understand price variances and Justify market factors driving the daily PL and other financial hedging strategies.
Analyze Position Limit reports, daily profit and loss statements, and Margin Money report.
Responsibilities:
Create client reports and handle client communication and queries on a daily basis.
Client management and engagement through weekly presentations and process updates.
Handle general office administration and create presentations that are to be delivered by management.
Initial screening of prospective employees and conducting preliminary interviews and induction sessions.
Mentoring and training the new analysts and managing the cluster and ensuring that all the SLA's are met including the client deliverables
Monitoring and discussing the KPI's of the team with other partner areas globally.
Monitoring and leading all the transitions and ensuring that there is proper documentation of the detail process procedures and reviewing the existing end to end process documentations regularly.
Setting up new accounts in the risk system and continuously monitoring and implementing the change if any in the client setups.
Interact with onsite consultants and partners globally to determine service requirements.
Present the data to global Investment manager and work closely with the compliance teams.
Research, Analyze and justify the reasons for fluctuations of Risk and Market Value variances with the help of decomposed securities and its decomposed risk.
Reconcile and validate the Mark to Market risk exposure for daily clients.
Researching, analyzing and Proxying the model exception of different asset classes with through research using Bloomberg and other data sources.
Assimilate the Portfolio VAR and Tracking Error figures generated by risk system (BarraOne and Statpro) and prepare the client analytics.
Assimilate the Portfolio Marginal Contribution to Tracking Error, Marginal Contribution to Total Risk and Correlations Analysis. Also Analyze and work on stress testing and back testing
Through reconciliation between data sources in order to identify the valid differences and ensure data integrity.
Was honored as the Best Student of the batch 2007-2009 Won various prizes in inter college competitions. Participated and presented a paper titled “INNOVATING MANAGEMENT STRATEGIES IN TIMES OF ECONOMIC DOWNTURN” a State Level Paper Presentation at R.V. Institute of Management.
Achievements: Was honored with the Best Student award during Post Graduation. Won various prizes in inter college competitions. Participated and presented a paper titled “INNOVATING MANAGEMENT STRATEGIES IN TIMES OF ECONOMIC DOWNTURN” a State Level Paper Presentation at R.V. Institute of Management. One of the Initiators of “INDIA I LIVE FOR YOU” – a student movement focusing on providing Education, as well as centering on various socially relevant issues. Organized a social service activity for AIDS affected children at Infant Jesus Children Home, Kothanur Conducted a workshop at Ramana Mahashri Blind School.
Bachelors in Commerce