Good morning, Amara
What are we looking at today?
CASA to Wealth Cross-Sell
Mobilizing idle CASA deposits into Systematic Investment Plans (SIPs)
14.2% vs last month
₹1.2CrMandates Target
42 / 50 a/cs
Cross-Sell Ratio
14.2%
Eligible CASA baseOverdue Dispositions
14
Requires actionHigh Propensity Book
| Client Info | Avg. Qtr Balance (Idle) | Wealth Propensity | Disposition |
|---|---|---|---|
Ramesh Narayan HNI Savings Plus | ₹8,50,000 | 92 | |
Anjali Desai Corporate Salary | ₹4,20,000 | 85 | |
Prakash Verma HNI Savings Plus | ₹12,50,000 | 92 | |
Meera Reddy Corporate Salary | ₹3,10,000 | 78 | |
Sanjay Gupta Current Account | ₹5,60,000 | 65 | Active SIP |
Batch Campaigns
Section 80C Deficit Book
45 mapped accounts have not exhausted their 80C limit for this financial year.
Monthly Funnel
Eligible CASA Base340
Engagement Initiated125
Mandates Registered42
12% CVR