Local demoSynthetic data
AR
Anjali Rao
Sr. Relationship Manager
DM

Divya Menon

Retail
C-10254 · Customer since 6 Jun 2016 · RM Anjali Rao
Mumbai Branch · Bandra West Last contact 2 Jul 2026
KYC Valid Contact consent No credit flags
Total relationship
₹1.14 Cr
Products held
3
Open opportunities
1

Products held

ProductOpenedKey dateAmount
Savings Account6 Jun 2016—₹4.9 L
Fixed Deposit 12M · 7%1 Aug 2025Matures 1 Aug 2026₹9.5 L
Term Life Cover3 Mar 2021—₹1.00 Cr

Recorded activity

RM actions in ProspectIQ and logged interactions

No activity recorded.

Upcoming events

Fixed Deposit 12M matures · ₹9.5 L
1 Aug 2026 · in 24 days

Relationship signal

Monthly average CASA balance

Feb
Mar
Apr
May
Jun
Jul
₹4.5 L → ₹4.9 L (9% over 6 months)