Capturas de pantalla

Descripción

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.

Sales enablement:
- 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

Service enablement:
- Search for customers who have invested in SBI mutual funds, find out NAV, value of investments, units etc.

Performance tracking:
- Find out performance of all ACEs in the branch, updated on a daily basis! https://www.sbimf.com/PrivacyPolicy.aspx

Novedades

Versión 1.3.7

1.KYC compliant check on every transaction.
2.Minor bug fixes

Información

Vendedor
SBI FUNDS MANAGEMENT PRIVATE LIMITED
Tamaño
43.2 MB
Categoría
Negocios
Compatibilidad

Requiere iOS 9.0 o posterior. Compatible con iPhone, iPad y iPod touch.

Idiomas

Inglés

Edad
4+
Copyright
Precio
Gratis

Compatibilidad

  • Compartir en familia

    Hasta seis miembros de una familia podrán usar esta app mientras la función Compartir en familia esté activada.

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