Nippon India Business Easy 2.0 vs. KFinKart-Distributors Utilizzo e statistiche

Nippon India Business Easy App 2.0 : It's new and improved! The Nippon India Business Easy App just got Smarter, Faster and Better. You now have a host of features at your fingertips. This will enhance your user experience and help in smooth functioning of your day to day Mutual Fund business. Don’t miss this app’s exciting features: 1. Easy login – All you need is a 4-digit MPIN. 2. App in App feature – Fast user experience. 3. Instant transactions – Fast, easy and click-based transactions. 4. Client Engagement - Built-in analytics for superior client engagement and a chance to get more business opportunities from existing customer base. 5. Bulk Campaign facility – Gives wider reach and investor connect 6. Investor insights – Folio details, Portfolio view, Transaction Summary and much more 7. Campaigns – Pre-defined Funds & Solutions trigger to mass Investors with just few clicks 8. Services to Investors – Trigger SOA & Capital Gains Statement to Investors 9. Services for Partners – Brokerage section to download brokerage, view brokerage paid in last 12 months and download brokerage statement of last 3 months. 10. Star Investors - 1 click transaction initiation for priority investors (Based on Investor AUM) 11. Improved Help desk – New and improved facility to address partner grievances effectively. Our partners can register a complaint or feedback regarding the Business Easy App. Partners can access help section through the “More” tab in the bottom menu. Once the query is submitted, partners will get an email with ticket number for future correspondence. The query will be assigned to Help desk SPOC to resolve the query on priority and update to partner. Partners can also upload the error screenshot up to the limit of 5 attachments Download the Nippon India Business Easy App 2.0 and Experience business made easy!
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Now, become a smart financial advisor with KFinTech’s KFinKart. Access the universe of KFinTech serviced mutual funds on your smart phone. No more running around with documents or getting stuck with lengthy processes while initiating mutual fund transactions for your customers. As a distributor and a financial advisor, KFinKart enables you to instantly fill customer details, bunch all the documents and invest with the ease and speed of a touch. This means, you can now initiate transactions, generate reports and seek statements on behalf of your customer right from where you are. Get more productive and effective in delivering quick and delightful services to your customers. KFinKart’s full service menu, intelligent features and intuitive navigation empowers you to achieve faster and earn more. You can also track each customer’s portfolio and send reminders on new fund offers, SIP, repurchase and redemption. And of course, all your earnings are pooled so you can instantly touch and view. Key Features Initiate Transactions - Use customer PAN to auto fill customer details - instantly bunch all documents and invest on behalf of customer Quick start - One-time Pin/Pattern login - Single customer portfolio view Touch and transact - New Fund Offers - New Purchase - Repurchase - Switch - Redemption Smart and productive - Customer-wise AUM Report - Investor Master Information - Transaction wise investor Master - View last five transactions Instant statements and reports - Consolidated Account Statement - Transaction Report - Net AUM Report - Brokerage Report - NAV Report - SIP/STP Report My Earnings Dashboard - Track brokerage and earnings K-Buddy - Instant support - Seek information - Raise and resolve queries List of Mutual funds - Axis Mutual Fund - Baroda Pioneer Mutual Fund - BOI AXA Mutual Fund - Canara Robeco Mutual Fund - DHFL Pramerica Mutual Fund - Edelweiss Mutual Fund - Essel Mutual Fund - IDBI Mutual Fund - Indiabulls Mutual Fund - Invesco Mutual Fund - JM Financial Mutual Fund - LIC Mutual Fund - Mirae Asset Mutual Fund - Motilal Oswal Mutual Fund - Principal Mutual Fund - Quant Mutual Fund - Quantum Mutual Fund - Reliance Mutual Fund - Sahara Mutual Fund (For redemptions) - Taurus Mutual Fund - UTI Mutual Fund Permissions: In addition to basic permissions, the KFinKart-Distributor app needs access to other functions on your device for it to support the above features - • External Storage: To download the statement to device memory • Call log: To auto-dial the contact centre number. We do not read the existing call log • Phone: This permission is required to uniquely identify the device • SMS: To auto-verify OTPs. We do not read existing messages
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  • Finanza

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Nippon India Business Easy 2.0 VS.
KFinKart-Distributors

14icembre d, 2024