| Customer | Opportunity | Evidence | Priority | Status | Owner | Potential |
|---|---|---|---|---|---|---|
| Priya Sundaram C-10242 · Private Banking | Deposit maturity Fixed Deposit 24M maturing in 7 days | Recorded | High · 96 | Detected | Anjali Rao | ₹1.20 Cr |
| Arjun Verma C-10247 · Private Banking | Deposit maturity Fixed Deposit 12M maturing in 5 days | Recorded | High · 93 | Detected | Rahul Menon | ₹85.0 L |
| Rohan Malhotra C-10241 · SME | Loan renewal Business Overdraft renewal due in 17 days | Recorded | High · 78 | Detected | Anjali Rao | ₹25.0 L |
| Priya Sundaram C-10242 · Private Banking | Overdue follow-up Follow-up overdue by 5 days | Recorded | High · 78 | Detected | Anjali Rao | — |
| Sneha Reddy C-10246 · SME | Overdue follow-up Follow-up overdue by 7 days | Recorded | High · 78 | Detected | Vikram Shah | — |
| Ananya Pillai C-10252 · Private Banking | Overdue follow-up Follow-up overdue by 13 days | Recorded | High · 78 | Detected | Anjali Rao | — |
| Sameer Joshi C-10251 · Corporate | Loan renewal Cash Credit Limit renewal due in 55 days | Recorded | High · 77 | Detected | Anjali Rao | ₹1.50 Cr |
| Meera Iyer C-10244 · Corporate | Loan renewal Term Loan — Machinery renewal due in 38 days | Recorded | High · 73 | Detected | Rahul Menon | ₹2.20 Cr |
| Sneha Reddy C-10246 · SME | Loan renewal Business Overdraft renewal due in 16 days | Recorded | High · 73 | Detected | Vikram Shah | ₹18.0 L |
| Ishita Ghosh C-10250 · Retail | Deposit maturity Fixed Deposit 6M maturing in 22 days | Recorded | High · 73 | Detected | Rahul Menon | ₹5.0 L |
| Divya Menon C-10254 · Retail | Deposit maturity Fixed Deposit 12M maturing in 24 days | Recorded | High · 73 | Detected | Anjali Rao | ₹9.5 L |
| Aditya Kapoor C-10243 · Retail | Loan renewal Home Loan renewal due in 53 days | Recorded | High · 70 | Detected | Vikram Shah | ₹42.0 L |
| Rakesh Gupta C-10253 · SME | Loan renewal MSME Term Loan renewal due in 43 days | Recorded | High · 70 | Detected | Vikram Shah | ₹34.0 L |
| Sameer Joshi C-10251 · Corporate | Working-capital review Average balance up 38% in 6 months | Inferred | Medium · 68 | Detected | Anjali Rao | ₹2.90 Cr |
| Harish Rao C-10255 · Corporate | Working-capital review Average balance up 38% in 6 months | Inferred | Medium · 68 | Detected | Rahul Menon | ₹1.80 Cr |
| Meera Iyer C-10244 · Corporate | Working-capital review Average balance up 40% in 6 months | Inferred | Medium · 64 | Detected | Rahul Menon | ₹1.05 Cr |
| Rohan Malhotra C-10241 · SME | Working-capital review Average balance up 45% in 6 months | Inferred | Medium · 60 | Detected | Anjali Rao | ₹23.3 L |
| Arjun Verma C-10247 · Private Banking | Product gap No insurance held | Needs validation | Medium · 50 | Detected | Rahul Menon | ₹7.0 L |
| Aditya Kapoor C-10243 · Retail | Engagement event Digital product view 7 days ago | Inferred | Low · 48 | Detected | Vikram Shah | — |
| Neha Chatterjee C-10248 · Retail | Engagement event Branch visit 3 days ago | Inferred | Low · 48 | Detected | Anjali Rao | — |
| Priya Sundaram C-10242 · Private Banking | Product gap No investments and insurance held | Needs validation | Low · 46 | Detected | Anjali Rao | ₹4.5 L |
| Neha Chatterjee C-10248 · Retail | Product gap No investments and insurance held | Needs validation | Low · 46 | Detected | Anjali Rao | ₹3.3 L |
| Vikas Nair C-10249 · SME | Working-capital review Average balance up 67% in 6 months | Inferred | Blocked | Detected | Vikram Shah | ₹15.0 L |
| Ananya Pillai C-10252 · Private Banking | Product gap No investments and insurance held | Needs validation | Blocked | Detected | Anjali Rao | ₹6.2 L |
| Karan Bhatia C-10245 · Retail | Product gap No investments and insurance held | Needs validation | Blocked | Detected | Anjali Rao | ₹2.6 L |