Kajal Kaushal

About Kajal Kaushal

Data-driven Manager in Fixed Income markets, managing a 15-person client engagement team within Bloomberg’s Help Desk. I leverage data analytics—using tools like Excel, SQL, and Python—to identify workflow gaps, improve efficiency, and design scalable solutions that enhance both client experiences and team performance. Passionate about upskilling talent, I focus on developing my team into future sales leaders through data-informed strategies and continuous learning.

Experience

1. Data Analytics Team Lead

   Bloomberg

   Sep 2024 — Present · New York, NY, US

   Directed analytics strategy for a department of 100+ representatives by conducting end-to-end assessments of client and internal workflows, uncovering process inefficiencies and opportunities for automation. Increased customer satisfaction by 10% through an overhaul of the problem management triage cycle, using root-cause analysis to identify where client requests were delayed or misrouted. Conducted department-wide data trend analysis on client content consumption, enabling the Data Sales team to build a targeted pipeline of high-propensity accounts—improving sales conversion rates and accelerating client acquisition. Managed and developed a rotating cohort of 10–15 Fixed Income representatives annually, using data dashboards to track progress and prepare each employee for advancement into Sales roles. Created and maintained a performance tracking framework across 8 key KPIs—covering customer service quality, reactive output, and proactive engagement—which led to a 25% improvement in proactive output, 7% in reactive output, and 9% in service quality within 9 months. Collaborated cross-functionally with Product, Training, and Strategy teams to design scalable onboarding and performance analytics tools used across multiple departments. Introduced data-informed inclusion programming and launched analytics dashboards to measure engagement, curriculum adoption, and client education outcomes across the department.

Education

• University of Maryland - Robert H. Smith School of Business

  Bachelor’s Degree, Finance, General

Skills

• Microsoft Power Bi
• Data Extraction
• Organizational Effectiveness
• Financial Analysis
• Constant Contact
• Online Data Entry
• Public Speaking
• Customer Relationship Management (Crm)
• Data Entry
• Event Planning
• Netforum
• Microsoft Excel
• Communication
• Market Research
• Microsoft Access
• Mathematics
• Teamwork
• Qualtrics
• Morningstar Office
• Tableau
• Data Analysis
• Pivot Tables
• Blog Marketing
• Fmg Suite
• Facebook
• E-Money
• Social Media Blogging
• Critical Thinking
• Fundraising
• Microsoft Office
• Project Management
• Analytical Skills
• Spss
• Customer Service
• Data Flow
• Research
• Leadership
• Social Media
• Orion
• Management