Mitra is a digital relationship manager from SBI Mutual Fund. The app helps you sell SBI mutual fund and service existing mutual fund investors in your branch.
- Alerts on home page for SIP renewals and expiring closed ended funds
- Information on one fund every day on the home page to know your funds
- Find the right fund feature to help you pitch the right fund based on investors need
- Use tools and calculators to help customers in financial planning
- Search for customers who have invested in SBI mutual funds, find out NAV, value of investments, units etc.
- Find out performance of all ACEs in the branch, updated on a daily basis! https://www.sbimf.com/PrivacyPolicy.aspx
Introducing SBI Goal Manager - An interactive financial planning tool to assist investors in planning for their future goals.
Ratings and Reviews
Unable to login
1st time user is not given option to set the pw. Neither any default pw is provided. While intiating reset pw through forgot pw link error is shown “an error has occured”
What is the password for the first time user? Unable to login
Unable to login with sane credentials being used for last one year. Resolve and advise please
Up to six family members will be able to use this app with Family Sharing enabled.