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Sara Khalid

Senior RM · RM-014

SK
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CIF 100001

Ahmed Ali Al-Mansoori

أحمد علي المنصوري

CPR •••••1234 · Bahraini · Born 01 Jan 1988

PrivateRisk: LowMobile App: Enrolled

Total Relationship

BHD 2,423,320

Onboarded

12 Jun 2015

KYC Expires

12 Jun 2027

Accounts

3

Accounts

AccountTypeStatusBalanceDocuments
01-100001-001CurrentActiveBHD 184,321
01-100001-002SavingsActiveBHD 453,000
01-100001-003InvestmentActiveBHD 1,786,000

Open Follow-ups

1 active task for this customer.

  • MediumOpenInvestment Review

    Quarterly portfolio review call

    Q2 review. Walk through equity allocation and discuss BHD fixed-income shift.

    In 2 days

Activity Timeline

  1. KYC due for renewal

    KYC

    12 Jun 2027

    Risk rating: Low

  2. Task created: Quarterly portfolio review call

    Task

    25 May 2026

    medium priority · due 2026-05-27

  3. Task created: Send Q1 statement summary

    Task

    25 May 2026

    low priority · due 2026-05-10

  4. Task completed: Send Q1 statement summary

    Task

    25 May 2026

  5. Customer onboarded

    Onboarding

    12 Jun 2015

    Private segment · RM RM-014