Student Development Center (SDC) ( Co-Operative Training Report During the last week of the cooperative training program, the students should write a report Co-Operative Training Report according to the format below. Co-Operative Training Report Format (To be completed by Student) 1- Introduction 2- The organization overview 3- What are the most important topics you learned during this training? 4- In which department you have been positioned and what are its functions? 5- Description of your tasks, duties and activity? 6- Provide an applied example on one of the key skills you have developed or gained? 7- Do you think you will have the opportunity to utilize the training skills you’ve practiced during this training program in your future career? 8- What were the training strengths you have gained? 9- What were the training weaknesses you still feel you need? 10- What were the challenges you faced during the training period? 11- How do you link the training activities to the academic courses you have done at PSCJ? 12- Recommendations to implement for the development of your knowledge and skills through your educational area of study. 13- Conclusions Internship program (Marketing-JRO) Summary NCBC structure Marketing Team Orientation (Who I Met) Task’s & Project’s I Managed Marketing Functions Research Segmentation & Targeting Positioning Marketing Mix Implantation Control Recommendations For Improvement Feedback About NCBC NCBC Organizational Chart Corporate Savings In my view corporate saving is a different line of business since it is generating revenue. 3 Marketing Team Tariq Makhtoom Abbas Al-Wazir Jerry Todd Mohammad B. Gazzaz Bashir Ibrahim Antonio Ong Garry Morallo Hisham Ismail About NCBC Continued.. 5 Securities Investment banking Asset management Capital market (capital increase in stock market, IPO, private placement, rights) Mergers and acquisitions Financial advisory Trading for (Stocks & Sukuk) Trading through multiple electronic channels (AlAhli Tadawul, AlAhli Mobile) Tele-trading (IVR) Corporate Saving Branch Sales (Wealth Managers) Margin Trading Personal Finance Mutual Fund Management Discussion Portfolio Management (DPM) International Mutual Fund Management Fixed income (Sukuk) Asset Allocations Sells investment products and alternatives Table of Orientation Internal External Mohammed Halal (AML, Compliance)Fawaz (E-Design)Rami Jari (Compliance)Khalid Majzoub (Memac Ogilvy) Sabba Radwan (Corporate Savings)Zakaria (E-Design)Tariq Abdulgadir (Online Trading)Lina Bakawdah (Audit)Iyad Ghulam (Research)Hadeel Asad (Client Complaint)Sara Basheer (Client Care)Mohammed Saggaf (Asset Management)Abdullah Bathabit (Finance)Osama Alharthi (Business Development)Nawaf the objective is to have an overview NCBC, meeting these people are either I worked with them directly in projected or tasks the rest is to create and build long term r.

1. Student Development Center
(SDC)
(
Co-Operative Training Report
During the last week of the cooperative training program, the
students should write a report
Co-Operative Training Report according to the format below.
Co-Operative Training Report Format
(To be completed by Student)
1- Introduction
2- The organization overview
3- What are the most important topics you learned during this
training?
4- In which department you have been positioned and what are
its functions?
5- Description of your tasks, duties and activity?
6- Provide an applied example on one of the key skills you have
developed or gained?

2. 7- Do you think you will have the opportunity to utilize the
training skills you’ve practiced during
this training program in your future career?
8- What were the training strengths you have gained?
9- What were the training weaknesses you still feel you need?
10- What were the challenges you faced during the training
period?
11- How do you link the training activities to the academic
courses you have done at PSCJ?
12- Recommendations to implement for the development of your
knowledge and skills through your
educational area of study.
13- Conclusions
Internship program
(Marketing-JRO)
Summary
NCBC structure
Marketing Team
Orientation (Who I Met)
Task’s & Project’s I Managed

3. Marketing Functions
Research
Segmentation & Targeting
Positioning
Marketing Mix
Implantation
Control
Recommendations For Improvement
Feedback
About NCBC
NCBC Organizational Chart
Corporate
Savings
In my view corporate saving is a different line of business since
it is generating revenue.
3
Marketing Team
Tariq Makhtoom
Abbas Al-Wazir
Jerry Todd
Mohammad B. Gazzaz
Bashir Ibrahim

4. Antonio Ong
Garry Morallo
Hisham Ismail
About NCBC Continued..
5
Securities
Investment banking
Asset management
Capital market (capital increase in stock market, IPO, private
placement, rights)
Mergers and acquisitions
Financial advisory
Trading for (Stocks & Sukuk)
Trading through multiple electronic channels (AlAhli Tadawul,
AlAhli Mobile)
Tele-trading (IVR)
Corporate Saving
Branch Sales (Wealth Managers)
Margin Trading
Personal Finance
Mutual Fund Management
Discussion Portfolio Management (DPM)
International Mutual Fund Management
Fixed income (Sukuk)
Asset Allocations
Sells investment products and alternatives

5. Table of Orientation Internal External Mohammed Halal (AML,
Compliance)Fawaz (E-Design)Rami Jari (Compliance)Khalid
Majzoub (Memac Ogilvy) Sabba Radwan (Corporate
Savings)Zakaria (E-Design)Tariq Abdulgadir (Online
Trading)Lina Bakawdah (Audit)Iyad Ghulam (Research)Hadeel
Asad (Client Complaint)Sara Basheer (Client Care)Mohammed
Saggaf (Asset Management)Abdullah Bathabit (Finance)Osama
Alharthi (Business Development)Nawaf
the objective is to have an overview NCBC, meeting these
people are either I worked with them directly in projected or
tasks the rest is to create and build long term relationships and
understand how different departments function within NCBC.
6
Tasks & ProjectsTariq Makhtoom SEDCO REIT Meeting (PR
with Ogilvy)
PR Strategy
Research
Brand Health Tracker
NCB Capital positioning
Competitive analysis
Market share analysis Al Ahli Fund Of REIT’s Fund
Brief
Concept
Marketing Plan
CPS
Social Media
Creating a new strategy for twitter Petrochemical Fund
Brief
ConceptSocial Media Infographics (Content & Design For
Twitter/ LinkedIn)
Mutual Fund infographics

6. Subscription Channels’ infographics
General Topics infographics
Government Decrees Vison 2030 Fund
Brief
ConceptSocial Media Captions (Twitter/ LinkedIn)
Mutual Fund
Subscription Channels’
General Topics
Government Decrees General REIT Video (Editing)
Headline
Voice Over
Tasks & Projects Continued..Abbas Al-WazeerNew Website
(Content/ Review)
All funds in English
Check and review all content in English
Review the consistency of the website design Corporate Saving
Content Of Video Folder
Research
Definition: The process of gathering and analyzing information
and data about the certain case related to the Market
Environment
Marketing Environment is all about the key factors that impact
the company’s business
The key objective is to understand our position in the market vs
competition, also to understand our strengths and weaknesses
and identifying opportunities and threats.
Other benefits of research is to the motive of “why” people

7. purchase our products and services.
9
Research Continued..
Types Of Research:
Qualitative and Quantitative
Primary secondary
Research Process:
Research Brief (NCBC)
Research Proposal (Agency)
Questionnaire/ discussion guide (NCBC & Agency)
Field work (Agency)
Qualitative groups are made up of two modules mini focus
groups and full focus groups
Quantitative research is made-up of numbers, statistic's, charts,
and data
10
Segmentation &Targeting
Definition: Grouping people who have similar wants and needs/
demographic and psychographic traits.
Client Segmentation
AlAhli Funds OF REITS
Mutual Funds (Affluent and Mass)
Asset Management:
Private Banking (Above 5M)
Affluent (Above 300k)

8. Mass (Below 300k)
Institutions
Securities:
Ultra Heavy Traders (More than 10m value trade a year)
Active Traders (1-10m value trade a year)
Traders (Less than 1m value trade a year)
Inactive Traders (No activities)
IPO Clients
11
Positioning & Branding
Positioning Definition: The process of implanting the unique
selling proposition in the customers mind. (Why I should buy
from you)
Branding Definition: The process of building a unique identity
and image about our products and services in the customer’s
mind.
Positioning
Branding
Identity
Image
Loyalty
Promises
RTP
Perception
Accusation
“BRAND EQUITY”
Awareness

9. 12
Positioning & Branding Continued..Brand NameBrand
PurposeThe best in enriching clients with financial advisory
that guides them for better investment decision
making.PromiseRich VisionRTB’s (Reason To
Believe)Intelligent Full-house investment solutions
Dedicated professional Wealth Managers with great
understanding of individual needs.
Provide deeper insights powered by broad expertise.
Transparency
World class investment standards and cutting edge
innovationEmotional Benefits Safe hands and prosperity Brand
Character Confident, Trustworthy, WiseSloganInvesting With
ConfidenceTargetAsset Management &SecuritiesValuesPutting
clients first
Collaborating with each other
Taking ownership
Being knowledgeable
Focusing on outcomes
Marketing Mix
Implementation
Control (KPI)
Recommendations for improvement

10. Areas of improvement
Recommended solution
Very negative rating (-3.4) in personal relationships with
Wealth Manager.
Frequent contacts with clients.
Develop certain materials for our top performing funds and send
it personally to clients.
NCB Capital is rated very low (-4.4) in terms of having the
right investment for each client, unlike Rajhi and Riyad (1.6,
2.8) respectively.
People prefer to use a single service provider to meet all their
financial needs.
Encourage customers to invest, and offer more customized
investment options tailored for different needs. Eg. age, future
palns etc
Try to grow the customer base by offering attractive
propositions in order to let investors switch to NCB.
Areas of improvement
Recommended solution
Staff is not well equipped and knowledgeable about market
trends; rated (-2.7).
Not many people are educated about investment banking,
education can increase people’s willingness to use it.
NCB Capital doesn’t offer good promotions that entice people
to use this bank /company.
Offer more promotions like discounts on trading commissions.
Design educational program about Investment Banking. Women,
and respondents in Riyadh, Jeddah are interested to know more.
Provide employees with regular workshops and educational
programs about the market to be able to communicate more to
clients.

11. Feedback
On-job training
(Apply what I learned in the university)
Communication skills
(project management)
Environment