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