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- Kotak Business Hub Vs. SBI MF Partner
Kotak Business Hub vs SBI MF Partner Usage & Stats
Business Hub application has been developed to give Mutual Fund distributors a seamless experience of tracking their business and to help them download cobranded marketing collaterals, view expert ProStart videos, get a Monthly Business Snapshot, and download or email Account Statement and Capital Gain Statement.
Here are some key features of Business Hub:
1. Monthly Business Snapshot
2. ProStart Videos
3. Easy access to clients’ account statement and capital gain statement
4. Co-branded marketing collaterals (JPEG, GIF, PDF, Video & HTML)
Business Hub also offers the following transaction facilities to distributors:
1. Download/Email Account Statement for distributors and Investors alike
2. Direct email of Capital Gain Statement to investors
3. Initiate Transaction for New and Existing Investors
4. Online Empanelment facility for new distributors
In Case of any queries you can contact us on 1800 - 222- 626 or kotakadvisorh@kotak.com
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
Contact us:
Email ID: kotakadvisorh@kotak.com
Kotak Mahindra Asset Management Co Ltd 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051
- Apple App Store
- Free
- Finance
Store Rank
- -
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
- Apple App Store
- Free
- Finance
Store Rank
- -
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Kotak Business Hub VS.
SBI MF Partner
December 15, 2024