SBI MF Partner 11.7.2

SBI Funds Management Limited ❘ Freeware ❘
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11.7.2 Säkert att installera

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The new SBIMF Partner App offers Mutual Fund Distributors an efficient solution to manage various Mutual Fund accounts for their clients. This comprehensive Mutual Fund Distribution app facilitates seamless communication between Mutual Fund Distributors (MFDs) and their clients.

Key features of the app include:
<ol>
 <li>Online Empanelment: Quick registration by entering registered AMFI details.</li>
 <li>Easy Registration: Simple registration process with ARN code, email address, and PAN.</li>
 <li>Smart Dashboard: Quick Action Widgets and Actionable Insights for enhanced usability.</li>
 <li>Bulk Transaction: Initiate transactions for multiple investors simultaneously.</li>
 <li>Edit SIP: Modify existing SIPs easily without the need for re-registration.</li>
 <li>Smart Checkout: Payment Mode auto-selection for faster transactions.</li>
 <li>Transaction History: Check status and share transaction links with investors.</li>
 <li>Planner: Add meetings, tasks, and set reminders on the go.</li>
 <li>Non-Financial Transactions: Easy initiation of NFTs alongside financial transactions.</li>
 <li>IPV KYC: Streamlined onboarding process for new clients with document upload support.</li>
 <li>Business Insights: Access all business data in a consolidated view.</li>
 <li>Manage Teams: Assign investors to team members for improved service quality.</li>
</ol>

In conclusion, the SBIMF Partner App is an essential tool for Mutual Fund Distributors to efficiently manage client accounts. Download the SBIMF Partner App today to leverage its benefits. Thank you for considering SBI Mutual Fund.

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