AJ

Amna Al Jabar

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Customer Photo

Fatima Al-Mansoori

VIP Customer

Customer ID: #CM78291045

Customer Since

June 2018

7 years

Risk Level

Low

Score: 92/100

Segment

Affluent

Priority Banking

Relationship Manager

Michael Chen

Last Contact: 3 days ago

Relationship Summary

Banking

3 Active Accounts

Relationship Health Excellent

Investments

2 Active Portfolios

Relationship Health Good

Cards

2 Active Cards

Relationship Health Excellent

Loans

1 Active Loan

Relationship Health Good

Insurance

No Active Policies

Opportunity High Potential

Wealth Management

No Active Services

Opportunity Medium Potential

Financial Summary

Total Assets

BHD 183,750

12.4% from last quarter

Total Liabilities

BHD 59,100

3.2% from last quarter

Net Worth

BHD 124,650

8.7% from last quarter

Interaction History

Mobile App Login

Today, 09:45 AM

Customer logged into mobile banking app and checked account balances.

Mobile App Device: iPhone 14 Pro Location: Manama, Bahrain

Call Center Interaction

Yesterday, 02:15 PM

Customer called regarding credit card limit increase. Request approved and processed.

Call Center Agent: Sarah Johnson Duration: 8m 45s Resolved

Branch Visit

May 20, 2025, 10:30 AM

Customer visited Madison Ave branch for investment portfolio review with relationship manager.

Branch Branch: Seef District RM: Michael Chen Duration: 45m

Online Banking Session

May 18, 2025, 08:20 PM

Customer logged into online banking and made a wire transfer of BHD 4,725 to external account.

Web Banking Device: MacBook Pro Browser: Chrome Location: Manama, Bahrain

Quick Actions

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Active Requests

2 Pending

Credit Limit Increase

Gold Rewards Card (...4523)

In Review
Requested: May 22, 2025 Ref: REQ-2505-8742

Address Update

All Accounts

Pending Documents
Requested: May 20, 2025 Ref: REQ-2505-8739

Card Services

Manage card related requests

Account Security

Update security settings

Profile Updates

Modify personal information

Support

Get help and assistance

Recent Requests

Debit Card Replacement

Completed on May 15, 2025

Statement Request

Completed on May 10, 2025

Mobile Banking Reset

Completed on May 5, 2025

Upgrade Opportunities

Premium Life Insurance

Customer has no insurance products. High potential for comprehensive life insurance coverage.

Wealth Management

Based on investment portfolio and assets, customer qualifies for premium wealth management services.

Platinum Credit Card

Customer qualifies for an upgrade from Gold to Platinum credit card with enhanced benefits.

Channel Preferences

Mobile App 85%
Online Banking 65%
Branch Visits 30%
Call Center 15%
ATM Usage 5%

Communication Preferences

Email
SMS
Push Notifications
Phone Calls
Direct Mail

Need Additional Services?

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PDF, PNG, JPG up to 10MB each

Active Requests

2 Pending

Credit Limit Increase

Gold Rewards Card (...4523)

In Review
Requested: May 22, 2025 Ref: REQ-2505-8742

Address Update

All Accounts

Pending Documents
Requested: May 20, 2025 Ref: REQ-2505-8739

Card Services

Manage card related requests

Account Security

Update security settings

Profile Updates

Modify personal information

Support

Get help and assistance

Recent Requests

Debit Card Replacement

Completed on May 15, 2025

Statement Request

Completed on May 10, 2025

Mobile Banking Reset

Completed on May 5, 2025