Customer Banking Overview
Active Accounts
4
+1 new accountTotal Transactions
₹4,63,000
+12% this monthLoans Active
2
On TrackPending Requests
3
Requires AttentionRecent Banking Activity
Transaction Completed: UPI payment to ABC Stores
1 hour agoNew Service Activated: Credit Card – Platinum Rewards
3 hours agoLoan Update: Home Loan EMI successfully processed
1 day agoNew Document Uploaded: KYC verification document
2 days agoQuick Actions
Banking Products
Savings Account
ActiveHigh-interest savings with instant mobile banking access.
Credit Card – Platinum
ActiveEarn cashback, travel rewards, and exclusive benefits.
Fixed Deposit
UpcomingSecure savings with guaranteed returns.
Home Loan
ClosedAffordable EMI plans with attractive interest rates.
Banking Analytics
Monthly Transactions (Last 6 Months)
Service Usage Summary
- Completed – 14 Services
- Active – 6 Services
- Pending – 3 Requests
- Upcoming – 4 Services
Financial Performance
Savings Growth – 91%
Loan Repayment – 84%
Credit Utilisation – 78%
Customer Satisfaction
Service Requests
To Do
KYC Update
Upload new identity document
High PriorityCheque Book Request
Apply for 20-leaf cheque book
Medium PriorityIn Progress
Loan Top-Up Request
Processing eligibility check
High PriorityCredit Card Dispute
Transaction under verification
Medium PriorityCompleted
Address Update
New address successfully verified
CompletedFD Closure Request
Amount credited to savings account
CompletedBanking Advisors
Mr. Sharma
Senior Banking Advisor
OnlineDr. Ramesh
Loan & Credit Specialist
OnlineMrs. Priya
Investment & FD Expert
AwayMs. Sofia
Customer Support Executive
Offline