Private Banking

Relationship Portal

Sara Khalid

Senior RM · RM-014

SK

CIF 100031

Customer Intelligence

Reem Saud Al-Mahmood · Wealth · Sara Khalid

← Profile

AI Narrative

Reem Saud Al-Mahmood is a wealth banking customer of 4 years' tenure, with 93% of total relationship value in investments and a 12-month net outflow of BHD 45,189. The customer is digitally active on iPhone 15 Pro, with a medium-risk profile. Suggested next actions: diversify deposit allocation and review concentration risk.

KYC expired

Identity refresh required — expired 30/10/2025.

Diversification opportunity

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

Total Relationship

BHD 440,200

AUM + deposits + facilities

Deposits

BHD 28,900

1 accounts

Investments

BHD 411,300

1 portfolios

Facilities Drawn

No financing

Inflows (90d)

BHD 20,586

Credits to current/savings 63%

Mobile Activity

Active

Last sign-in 25/05/2026

Activity Overview

Last 12 months · Credits vs Debits

Accounts & Facilities

  • Current

    01-100031-001

    BHD 28,900

    Seef Main Branch

  • Investment

    01-100031-002

    BHD 411,300

    Seef Main Branch

Recent Transactions

View full statements →
DateDescriptionDebitCreditBalance
28 May 2026Inward remittance — SWIFTBHD 148BHD 28,900
22 May 2026Salary creditBHD 1,384BHD 28,752
20 May 2026Internet bill — BatelcoBHD 567BHD 27,368
19 May 2026Salary creditBHD 708BHD 27,934
19 May 2026Card purchase — CarrefourBHD 838BHD 27,226
18 May 2026Card purchase — Jumeirah HotelsBHD 1,420BHD 28,064
18 May 2026School fee paymentBHD 1,320BHD 29,484
16 May 2026Dividend payoutBHD 1,144BHD 30,803
15 May 2026Standing order — DEWABHD 1,566BHD 29,659
12 May 2026ATM withdrawal — Seef MallBHD 664BHD 31,225