CUSTOMERS · ROUTING
Assign or reassign advisers to customers. Assignment triggers customer and adviser notifications.
| Customer | Plan | Current adviser | |
|---|---|---|---|
| Aarav Kapoor · IN-104281 | Premium | Neha Sharma | |
| Meera Iyer · IN-108912 | Elite | Neha Sharma | |
| Rohan Desai · IN-102774 | Premium | Arjun Mehta | |
| Vikram Reddy · IN-107215 | Basic | Unassigned |
| When | Customer | From | To | By |
|---|---|---|---|---|
| 01 Apr 2026 | IN-110028 | — | ADV-2201 | SA-0001 |
| 18 Jan 2026 | IN-104281 | — | ADV-2201 | SA-0001 |
| 02 Dec 2025 | IN-102774 | ADV-2201 | ADV-2188 | SA-0001 |
ASSIGNMENT