Working Experience 

Data Pipeline & Integration: Extracted, cleansed & integrated Transaction, Customer and Campaign data from Zoho CRM Application, Database through REST API, python and SQL

Customer Segmentation Dashboard: Implemented Customer grouping in BI (RFM model) and AI (K- means) ways; A/B tested with targeted campaigns performance before and after

Email Campaign Analysis: Evaluated Email Campaign performance through KPI analysis, such as click, conversion, retention and churn rate via SQL & Dashboard

CRM Application Enhancement: Integrated clustering Customer Segmentation and Recommendation based products result back to Zoho CRM, which improved efficiency of Targeted Campaigns by 26%

Fund Performance Evaluation: Conducted Variance Analysis with Comparison to Benchmarks, Comparison to Competitors and alert on under-performed portfolio through threshold setup; Identify Patterns, Trends, and Anomalies: Pinpointed recurring trends in our funds through history analysis. Detected anomalies, such as unexpectedly dropped by 5% in a stable market month

Investment Dashboard & Reports: Created various reports on Fund Performance with time series analysis; Asset Allocation-offering insights into our investment strategy and Market Conditions monitoring which ensured awareness of broader market influences for our stakeholders

Data-Driven Strategy & Analysis: Extracted Equities data from Bloomberg and real-time price data from Wind platforms; worked with the strategy team to employ ARIMA model on risk forecasting & evaluation

Marketing research & Influence: Conducted market research on 20 years’ stock, bonds data for wealth management industry; Published investment guidelines on Global Asset Performance, drawing an 18% uptick in page views, exemplifying effective communication of complex data insights