SBI MF Partner
Comprehensive Mutual Fund Advisor & Distributor App. Download SBIMF Partner App!
SBIMF- Partner Distributor App is the ultimate solution for distributors of SBI Mutual Fund. This powerful app provides distributors with a comprehensive platform that allows them to manage their client's mutual fund investments like never before. With the app, distributors can perform a range of tasks, such as tracking their clients' investments, viewing account statements, and managing their investments with ease. The app is designed to be user-friendly, making it easy for distributors to navigate and access key features quickly. This app gives distributors the advantage they need to stay ahead in the market by providing valuable insights and tools to help them make informed decisions. Whether you are a new or seasoned distributor, SBIMF- Partner Distributor App is a tool you can't afford to be without. Download the app today and take control of your clients' investments with ease.
App Information
Version
11.4.6
Update
April 26, 2024
Category
Google Play ID
Installs
App Description
The whole new SBIMF Partner App is designed to provide the Mutual Fund Distributors with an effortless solution to manage various Mutual Fund accounts of their clients. It is a comprehensive Mutual Fund Distribution app that enables Mutual Fund Distributors (MFDs) to stay connected with their clients seamlessly. With the new SBIMF Partner App, MFDs 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. Online Empanelment – Simply enter your details that are registered with AMFI and get empaneled with us within seconds
2. Easy Registration on the app - An easy registration process that allows MFDs to quickly register with their ARN code, email address and PAN
3. Smart Dashboard - You get Quick Action Widgets for better discoverability and Actionable Insights at your fingertips
4. Bulk Transaction - You can now initiate transactions for multiple investors in a single go
5. 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
6. Smart Checkout - The Payment Mode gets auto-selected basis your past transactions for faster checkouts
7. 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!
8. Planner - This lets you add your meetings and tasks on the go and set reminders for the same
9. Non-Financial Transactions - Say goodbye to Paperwork as you can initiate most of the NFTs as easily as the Financial ones
10. 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
11. Business Insights - View all your Business data in single view
12. 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 SBIMF Partner App is a must-have tool for Mutual Fund Distributors as it provides a seamless and efficient way to manage Mutual Fund accounts of their clients.
Download the SBIMF Partner App today to enjoy its many benefits.
Happy Selling!
SBI Mutual Fund
The key features of the app include –
1. Online Empanelment – Simply enter your details that are registered with AMFI and get empaneled with us within seconds
2. Easy Registration on the app - An easy registration process that allows MFDs to quickly register with their ARN code, email address and PAN
3. Smart Dashboard - You get Quick Action Widgets for better discoverability and Actionable Insights at your fingertips
4. Bulk Transaction - You can now initiate transactions for multiple investors in a single go
5. 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
6. Smart Checkout - The Payment Mode gets auto-selected basis your past transactions for faster checkouts
7. 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!
8. Planner - This lets you add your meetings and tasks on the go and set reminders for the same
9. Non-Financial Transactions - Say goodbye to Paperwork as you can initiate most of the NFTs as easily as the Financial ones
10. 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
11. Business Insights - View all your Business data in single view
12. 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 SBIMF Partner App is a must-have tool for Mutual Fund Distributors as it provides a seamless and efficient way to manage Mutual Fund accounts of their clients.
Download the SBIMF Partner App today to enjoy its many benefits.
Happy Selling!
SBI Mutual Fund
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