SBI MF Mitra 4+
SBI Funds Management Limited
Ontworpen voor iPad
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- Gratis
Schermafbeeldingen
Beschrijving
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
Nieuw
Versie 5.5.2
1. Revamping of STP Journey
2. Redesigned Greetings Section
3. Yono and CBS Journey changes
4. Bug fixes and performance improvements
We are always working to make the app faster and more stable.
If you are enjoying the app, please consider leaving a review or rating!
App-privacy
De ontwikkelaar, SBI Funds Management Limited, heeft aangegeven dat volgens de toepassing van het privacybeleid van de app gegevens kunnen worden beheerd zoals hieronder staat beschreven. Ga voor meer informatie naar het privacybeleid van de ontwikkelaar.
Er worden geen gegevens verzameld
De ontwikkelaar verzamelt geen gegevens van deze app.
Toepassing van het privacybeleid kan variëren op basis van bijvoorbeeld de functies die je gebruikt of je leeftijd. Lees meer
Informatie
- Provider
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SBI Funds Management Limited heeft zichzelf geïdentificeerd als een handelaar van deze app en heeft bevestigd dat dit product of deze dienst voldoet aan de wetgeving van de Europese Unie.
- DUNS-nummer
- 650656721
- Adres
- C-38 & 39, G-Block, 9th Floor Crescenzo Bandra Kurla Complex Mumbai 400051 N/A India
- Telefoonnummer
- +91 9742466200
- E-mailadres
- corpcomm@sbimf.com
- Grootte
- 97,3 MB
- Categorie
- Financiën
- Compatibiliteit
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- iPhone
- Vereist iOS 14.0 of nieuwer.
- iPad
- Vereist iPadOS 14.0 of nieuwer.
- iPod touch
- Vereist iOS 14.0 of nieuwer.
- Mac
- Vereist een Mac met macOS 11.0 of nieuwer én Apple M1-chip of nieuwer.
- Apple Vision
- Vereist visionOS 1.0 of nieuwer.
- Talen
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Engels
- Leeftijd
- 4+
- Copyright
- © SBI Funds Management Pvt Ltd.
- Prijs
- Gratis