Local demoSynthetic data
AR
Anjali Rao
Sr. Relationship Manager
AK

Aditya Kapoor

Retail
C-10243 · Customer since 18 Feb 2019 · RM Vikram Shah
Pune Branch · Koregaon Park Last contact 11 May 2026
KYC Valid Contact consent No credit flags
Total relationship
₹51.4 L
Products held
3
Open opportunities
2

Products held

ProductOpenedKey dateAmount
Savings Account18 Feb 2019—₹6.4 L
Home Loan · 8.6%10 Mar 2020Renews 30 Aug 2026₹42.0 L
Credit Card — Select2 May 2019—₹3.0 L

Recorded activity

RM actions in ProspectIQ and logged interactions

Digital product view: Viewed home loan top-up page twice in mobile app
1 Jul 2026 · Interaction log

Upcoming events

Home Loan renewal · ₹42.0 L
30 Aug 2026 · in 53 days

Relationship signal

Monthly average CASA balance

Feb
Mar
Apr
May
Jun
Jul
₹3.8 L → ₹6.4 L (68% over 6 months)