PS
Priya Sundaram
Private BankingC-10242 · Customer since 1 Sept 2014 · RM Anjali Rao
Chennai Branch · Nungambakkam Last contact 20 Jun 2026
KYC Valid Contact consent No credit flags
Total relationship
₹1.43 Cr
Products held
2
Open opportunities
3
Open opportunities
Priya Sundaram· Deposit maturity
Fixed Deposit 24M maturing in 7 days · Detected · Owner Anjali Rao
Priya Sundaram· Overdue follow-up
Follow-up overdue by 5 days · Detected · Owner Anjali Rao
Priya Sundaram· Product gap
No investments and insurance held · Detected · Owner Anjali Rao
Products held
| Product | Opened | Key date | Amount |
|---|---|---|---|
| Savings — Burgundy | 1 Sept 2014 | — | ₹22.5 L |
| Fixed Deposit 24M · 7.1% | 15 Jul 2024 | Matures 15 Jul 2026 | ₹1.20 Cr |
Recorded activity
RM actions in ProspectIQ and logged interactions
No activity recorded.
Upcoming events
Follow-up: Share FD reinvestment options
3 Jul 2026 · 5 days overdue
Fixed Deposit 24M matures · ₹1.20 Cr
15 Jul 2026 · in 7 days
Relationship signal
Monthly average CASA balance
Feb
Mar
Apr
May
Jun
Jul
₹21.0 L → ₹22.5 L (7% over 6 months)