Private Banking

Relationship Portal

Sara Khalid

Senior RM · RM-014

SK

CIF 100001

Customer Intelligence

Ahmed Ali Al-Mansoori · Private · Sara Khalid

← Profile

AI Narrative

Ahmed Ali Al-Mansoori is a private banking customer of 10 years' tenure, with 74% of total relationship value in investments and a 12-month net outflow of BHD 61,697. The customer is digitally active on iPhone 15 Pro, with a low-risk profile. Suggested next actions: diversify deposit allocation and review concentration risk.

Total Relationship

BHD 2,423,320

AUM + deposits + facilities

Deposits

BHD 637,321

2 accounts

Investments

BHD 1,786,000

1 portfolios

Facilities Drawn

No financing

Inflows (90d)

BHD 15,903

Credits to current/savings 17%

Mobile Activity

Active

Last sign-in 24/05/2026

Activity Overview

Last 12 months · Credits vs Debits

Accounts & Facilities

  • Current

    01-100001-001

    BHD 184,321

    Seef Main Branch

  • Savings

    01-100001-002

    BHD 453,000

    Seef Main Branch

  • Investment

    01-100001-003

    BHD 1,786,000

    Seef Main Branch

Recent Transactions

View full statements →
DateDescriptionDebitCreditBalance
31 May 2026Internet bill — BatelcoBHD 1,084BHD 184,321
27 May 2026FX settlement creditBHD 1,632BHD 185,404
22 May 2026ATM withdrawal — Seef MallBHD 1,102BHD 183,772
21 May 2026Refund — utility providerBHD 776BHD 184,874
20 May 2026Refund — utility providerBHD 988BHD 184,098
19 May 2026Internet bill — BatelcoBHD 182BHD 183,111
19 May 2026School fee paymentBHD 1,797BHD 183,292
19 May 2026Card purchase — CarrefourBHD 930BHD 185,090
17 May 2026Card purchase — CarrefourBHD 929BHD 186,020
17 May 2026Internet bill — BatelcoBHD 572BHD 186,949