Local demoSynthetic data
AR
Anjali Rao
Sr. Relationship Manager
NC

Neha Chatterjee

Retail
C-10248 · Customer since 21 Aug 2020 · RM Anjali Rao
Kolkata Branch · Park Street Last contact 18 Apr 2026
KYC Valid Contact consent No credit flags
Total relationship
₹18.0 L
Products held
2
Open opportunities
2

Products held

ProductOpenedKey dateAmount
Savings Account21 Aug 2020—₹16.5 L
Credit Card — Neo11 Jan 2022—₹1.5 L

Recorded activity

RM actions in ProspectIQ and logged interactions

Branch visit: Visited branch to update address
5 Jul 2026 · Interaction log

Upcoming events

No dated events on record.

Relationship signal

Monthly average CASA balance

Feb
Mar
Apr
May
Jun
Jul
₹14.0 L → ₹16.5 L (18% over 6 months)