Private Banking

Relationship Portal

Sara Khalid

Senior RM · RM-014

SK

CIF 100003

Customer Intelligence

Khalid Rashid Al-Doseri · Private · Sara Khalid

← Profile

AI Narrative

Khalid Rashid Al-Doseri is a private banking customer of 17 years' tenure, with 139% of total relationship value in investments and a 12-month net outflow of BHD 30,374. The customer is branch-channel only, with a high-risk profile. Suggested next actions: diversify deposit allocation and review concentration risk.

KYC expired

Identity refresh required — expired 31/12/2025.

Mobile app not enrolled

Offer enrolment at next contact — currently a branch-channel user.

Enhanced due diligence

Periodic risk review required. Last review more than 12 months ago.

Diversification opportunity

Over 80% of relationship value sits in investments — explore deposit products.

Total Relationship

BHD 2,408,400

AUM + deposits + facilities

Deposits

BHD 312,400

1 accounts

Investments

BHD 3,346,000

1 portfolios

Facilities Drawn

BHD 1,250,000

1 loans

Inflows (90d)

BHD 12,876

Credits to current/savings -44%

Mobile Activity

Not enrolled

Activity Overview

Last 12 months · Credits vs Debits

Accounts & Facilities

  • Current

    01-100003-001

    BHD 312,400

    Riffa Branch

  • Investment

    01-100003-002

    BHD 3,346,000

    Riffa Branch

  • Loan

    01-100003-003

    -BHD 1,250,000

    Riffa Branch

Recent Transactions

View full statements →
DateDescriptionDebitCreditBalance
31 May 2026ATM withdrawal — Seef MallBHD 1,207BHD 312,400
28 May 2026School fee paymentBHD 950BHD 313,607
28 May 2026Internet bill — BatelcoBHD 1,434BHD 314,558
21 May 2026Mortgage installmentBHD 383BHD 315,991
21 May 2026Internet bill — BatelcoBHD 99BHD 316,375
20 May 2026Standing order — DEWABHD 1,436BHD 316,474
08 May 2026Standing order — DEWABHD 1,741BHD 317,910
06 May 2026Online transfer to beneficiaryBHD 460BHD 319,650
04 May 2026Card purchase — CarrefourBHD 969BHD 320,110
01 May 2026Standing order — DEWABHD 1,376BHD 321,079