Local demoSynthetic data
AR
Anjali Rao
Sr. Relationship Manager
IG

Ishita Ghosh

Retail
C-10250 · Customer since 17 May 2022 · RM Rahul Menon
Kolkata Branch · Salt Lake Last contact 30 Jun 2026
KYC Valid Contact consent No credit flags
Total relationship
₹7.7 L
Products held
2
Open opportunities
1

Products held

ProductOpenedKey dateAmount
Savings Account17 May 2022—₹2.6 L
Fixed Deposit 6M · 6.8%30 Jan 2026Matures 30 Jul 2026₹5.0 L

Recorded activity

RM actions in ProspectIQ and logged interactions

No activity recorded.

Upcoming events

Fixed Deposit 6M matures · ₹5.0 L
30 Jul 2026 · in 22 days

Relationship signal

Monthly average CASA balance

Feb
Mar
Apr
May
Jun
Jul
₹2.5 L → ₹2.6 L (6% over 6 months)