Palak Khosla

I’m a detail-oriented finance and customer service professional with hands-on experience in banking customer service, KYC compliance, and client relationship management. I resolve client queries across accounts and digital banking services while managing documentation workflows with strong attention to confidentiality and accuracy. I’m skilled in clear written and verbal communication, problem-solving, and adapting quickly to high-volume environments.

I’ve also built experience in end-to-end customer engagement and sales conversion through a startup sales executive internship, strengthening my active listening, persuasion, and post-sale relationship management. With an MBA in Finance and a Google Data Analytics Professional Certificate, I bring a data-driven mindset—using tools and structured processes to support reliable operations and better customer outcomes.