Local demoSynthetic data
AR
Anjali Rao
Sr. Relationship Manager
Back to customers Ask Copilot for a brief
AP

Ananya Pillai

Private Banking
C-10252 · Customer since 23 Oct 2018 · RM Anjali Rao
Thiruvananthapuram Branch · Kowdiar Last contact 14 Feb 2026
KYC Expired Contact consent No credit flags
Total relationship
₹31.0 L
Products held
1
Open opportunities
2

Open opportunities

Ananya Pillai· Overdue follow-up
Follow-up overdue by 13 days · Detected · Owner Anjali Rao
High · 78
Ananya Pillai· Product gap
No investments and insurance held · Detected · Owner Anjali Rao
₹6.2 LBlocked

Products held

ProductOpenedKey dateAmount
Savings — Burgundy23 Oct 2018—₹31.0 L

Recorded activity

RM actions in ProspectIQ and logged interactions

No activity recorded.

Upcoming events

Follow-up: Insurance needs walkthrough
25 Jun 2026 · 13 days overdue

Relationship signal

Monthly average CASA balance

Feb
Mar
Apr
May
Jun
Jul
₹28.0 L → ₹31.0 L (11% over 6 months)