Opportunities
Cross-sell and upsell candidates surfaced from current data
Cross-sell (1)
| Customer | Managed by | Gap |
|---|---|---|
| Deepa Rao | Rohit Sharma | No insurance |
Upsell (1)
| Customer | Household | Reason |
|---|---|---|
| Sunita Mehta | Mehta Family | No MF holdings, but Anil Mehta in the same household invests |