AT
Leads Vikram Nair
VN

Vikram Nair

Retirement Plan · Chennai
ConvertedHigh Priority
Mobile+91 9801551029
Emailvikram.nair@example.com
SourceFacebook
AdvisorRohit Mehra
Annual income₹2300000
Next follow-up25 Jul, 14:00
Tags
VIPReferralTax SaverFamily Plan

Activity Timeline

  1. Proposal shared via WhatsApp
    ULIP · ₹15,000 / month · 10 year term
    Today, 10:32
  2. Meeting scheduled
    Video call · Thursday 4:00 PM
    Yesterday
  3. Follow-up call completed
    Discussed retirement goals and family cover
    3 days ago
  4. Lead marked Interested
    Source: Referral by Sneha Nair
    5 days ago
  5. Lead created
    Added by Anil N Tari
    8 days ago
Secure360 AI · Suggested next step
Draft a WhatsApp message reminding Vikram about the Retirement Plan proposal shared 3 days ago.