RM
Rohan Malhotra
SMEC-10241 · Nexus Tradeworks · Customer since 12 Apr 2017 · RM Anjali Rao
Mumbai Branch · Andheri East Last contact 2 Jun 2026
KYC Valid Contact consent No credit flags
Total relationship
₹71.5 L
Products held
2
Open opportunities
2
Open opportunities
Products held
| Product | Opened | Key date | Amount |
|---|---|---|---|
| Current Account | 12 Apr 2017 | — | ₹46.5 L |
| Business Overdraft · 10.25% | 20 Jul 2023 | Renews 25 Jul 2026 | ₹25.0 L |
Recorded activity
RM actions in ProspectIQ and logged interactions
Inbound enquiry: Asked about enhancing overdraft limit for new warehouse
3 Jul 2026 · Interaction log
Upcoming events
Business Overdraft renewal · ₹25.0 L
25 Jul 2026 · in 17 days
Relationship signal
Monthly average CASA balance
Feb
Mar
Apr
May
Jun
Jul
₹32.0 L → ₹46.5 L (45% over 6 months)