Kaushik Lodh

· Conduct primary and secondary research, including data analysis and management for US-based funds (MF, ETF, SMA, HF & CEF) across Buy Side, Sell Side, RIA, and Breakaway Firms.

· Utilize "finra.org", "sec.gov", "IAPD" & "State Business Entities" to perform research and analyze data.

· Research and analysis of companies Articles & Press Releases to Identify prospect news, New Funds, Merger & Acquisitions (M&A)

· Maintain accurate records per ZACKS Parameter in Contact Management System.

· Data Analysis and interpretation, resulting in the identification of key trends and patterns, which significantly contributed to the development of the Zacks Service Tool (ZST) and Zacks Investor Relation Tool (ZIRT)

· Collaborate with backend product development (ZST & ZIRT) for Investor Relation (IR) clients by focusing on the ZACKS Database.

· Ensure quality control measures are implemented and provide training to team members,

· Strategic leadership in recruitment, onboarding, and mentoring and actively leading interview processes

· Foster a supportive work environment and mentor new employees while managing workflow and monitoring team performance.

· Demonstrate strong communication skills to manage employee relations and conduct assessments for process improvement.

· Work with department heads to develop strategic plans aligned with organizational goals.

· Overseeing a database team of over 25 research professionals

· Produce weekly and monthly reports and directly report to India and Overseas Manager and VP of Operation

· Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.

· Monitoring team performance and activity

· Operations management

· Quality Checking,

· Training new members who come on board

· Performance Management

· Process management ZRS & COMPSS

· Product Training

· Process Improvement

· Maintaining Daily & Monthly Reports.

· Report directly to India and Overseas Manager.

• Conducted comprehensive analysis and diligently updated crucial company information
• Conducted in-depth research on authorized signatory and investment-related details, ensuring accurate and up-to-date records
• Successfully managed multiple projects and efficiently addressed targeted client requests
• Skillfully maintained and organized data utilizing MS-Excel and Contact Management System (CMS)
• Demonstrated exceptional proficiency in lead generation, generating valuable leads for webinars.

• Managed and maintained call metrics for prospect handling
• Demonstrated proficiency in selling value-added services to clients
• Successfully addressed and resolved more than 100 prospect inquiries and complaints daily, resulting in an impressive 95% customer satisfaction rating
• Implemented an efficient prospect tracking system that reduced response time by 50% and boosted the conversion rate by 20%.