Local demoSynthetic data
AR
Anjali Rao
Sr. Relationship Manager
AV

Arjun Verma

Private Banking
C-10247 · Customer since 30 Mar 2016 · RM Rahul Menon
Bengaluru Branch · Indiranagar Last contact 5 Jun 2026
KYC Valid Contact consent No credit flags
Total relationship
₹1.80 Cr
Products held
3
Open opportunities
2

Products held

ProductOpenedKey dateAmount
Savings — Burgundy30 Mar 2016—₹35.0 L
Fixed Deposit 12M · 7.25%13 Jul 2025Matures 13 Jul 2026₹85.0 L
Mutual Fund Portfolio10 Oct 2019—₹60.0 L

Recorded activity

RM actions in ProspectIQ and logged interactions

No activity recorded.

Upcoming events

Fixed Deposit 12M matures · ₹85.0 L
13 Jul 2026 · in 5 days

Relationship signal

Monthly average CASA balance

Feb
Mar
Apr
May
Jun
Jul
₹35.0 L → ₹35.0 L (0% over 6 months)