Leads Sneha Khanna
SK
Sneha Khanna
Term Life · Mumbai
NewMedium Priority
Mobile+91 9800547422
Emailsneha.khanna@example.com
SourceBNI
AdvisorPriya Shah
Annual income₹1200000
Next follow-upToday, 11:15
Tags
VIPReferralTax SaverFamily Plan
Activity Timeline
- Today, 10:32Proposal shared via WhatsAppULIP · ₹15,000 / month · 10 year term
- YesterdayMeeting scheduledVideo call · Thursday 4:00 PM
- 3 days agoFollow-up call completedDiscussed retirement goals and family cover
- 5 days agoLead marked InterestedSource: Referral by Sneha Nair
- 8 days agoLead createdAdded by Anil N Tari
Secure360 AI · Suggested next step
Draft a WhatsApp message reminding Sneha about the Term Life proposal shared 3 days ago.