Time-sensitiveTime-sensitiveOverdueOverdueOverdueBlockedWarningWarningBlockedBlockedBlocked
Priya Sundaram: Fixed Deposit 24M maturing in 7 days
FD of ₹1.20 Cr matures 15 Jul 2026
Arjun Verma: Fixed Deposit 12M maturing in 5 days
FD of ₹85.0 L matures 13 Jul 2026
Priya Sundaram: Follow-up overdue by 5 days
"Share FD reinvestment options" was due 3 Jul 2026
Sneha Reddy: Follow-up overdue by 7 days
"Collect FY26 financials for renewal" was due 1 Jul 2026
Ananya Pillai: Follow-up overdue by 13 days
"Insurance needs walkthrough" was due 25 Jun 2026
Ananya Pillai: Overdue follow-up blocked
KYC expired — no new products or offers until refreshed
Meera Iyer: check before proceeding
KYC expiring — refresh before onboarding new products
Meera Iyer: check before proceeding
KYC expiring — refresh before onboarding new products
Vikas Nair: Working-capital review blocked
Credit risk flag: 2 delayed EMIs in last 12 months
Ananya Pillai: Product gap blocked
KYC expired — no new products or offers until refreshed
Karan Bhatia: Product gap blocked
Customer is on Do-Not-Disturb