SBI MF Mitra 4+

Name: SBI MF Mitra
Author: SBI Funds Management Limited

SBI Funds Management Limited

Conçu pour iPad

- Gratuit

Description

The whole new SBI MF Mitra App is designed to provide SBI Mutual Fund, State Bank of India (SBI) and Regional Rural Bank (RRB) stakeholders with an effortless solution to manage various Mutual Fund accounts of their clients. It is a comprehensive app that enables our Partners/Relationship Manager to stay connected with their clients seamlessly. With the new SBI MF Mitra App, our Partners/Relationship Manager can not only invest in Mutual Funds for their clients in the most effective manner without any paperwork but also manage their Transactions, Business, Meetings and Teams in a much better way.

The key features of the app include –

1. Smart Dashboard - You get Quick Action Widgets for better discoverability and Actionable Insights at your fingertips

2. Bulk Transaction - You can now initiate transactions for multiple investors in a single go

3. Edit SIP – Now, no need to cancel and re-register the existing SIP separately. Use our Edit SIP functionality to make any modifications in the running SIPs

4. Smart Checkout - The Payment Mode gets auto-selected basis your past transactions for faster checkouts

5. Transaction History - You can also check the status of all your transactions in one place and to top it off, access and share the initiated links with your investors anytime!

6. Planner - This lets you add your meetings and tasks on the go and set reminders for the same

7. Non-Financial Transactions - Say goodbye to Paperwork as you can initiate most of the NFTs as easily as the Financial ones

8. IPV KYC - Our easy IPV KYC process lets you get an edge in onboarding new clients and staying ahead by uploading documents properly and avoiding rejection

9. Business Insights - View all your Business data in single view

10. Manage Teams - Now you can assign your investors to a particular team member. Make them part of a group for better serviceability

And many more…

To summarize, the new SBI MF Mitra App is a must-have tool for our Partners/Relationship Manager as it provides a seamless and efficient way to manage Mutual Fund accounts of their clients.

Download the SBI MF Mitra App today to enjoy its many benefits.

Happy Selling!

SBI Mutual Fund

8 nov. 2024

Version 5.4.6

We've made improvements for a smoother experience!

1. Enhanced Security Features
2. Redesigning Calculators
3. Empowering BMs to Retrieve Client's ASAF
4. Functionality to empower RMs to trigger email to MFDs
5. Improvised YONO Mitra - Cart Transactions
6. UI Improvements and Journey Enhancements
7. Bug fixes and performance improvements.

If you are enjoying the app, please consider leaving a review or rating!

Le développeur SBI Funds Management Limited a indiqué que le traitement des données tel que décrit ci‑dessous pouvait figurer parmi les pratiques de l’app en matière de confidentialité. Pour en savoir plus, consultez la politique de confidentialité du développeur.

Données non collectées

Le développeur ne collecte aucune donnée avec cette app.

Les pratiques en matière de confidentialité peuvent varier, notamment en fonction des fonctionnalités que vous utilisez ou de votre âge. En savoir plus

Informations

Fournisseur

Le fournisseur SBI Funds Management Limited s’est identifié comme commerçant de cette app et a confirmé que ce produit ou service est conforme à la législation de l’Union européenne.

Numéro DUNS: 650656721
Adresse: C-38 & 39, G-Block, 9th Floor Crescenzo Bandra Kurla Complex Mumbai 400051 N/A Inde
Téléphone: +91 9742466200
Adresse e‑mail: corpcomm@sbimf.com

Taille

72,2 Mo

Catégorie

Finance

Compatibilité