SBI MF Partner vs Nippon India Business Easy 2.0 Kullanım & İstatistikleri
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
- BOŞTA
- Finans
Mağaza Sıralaması
- -
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!
- Apple App Store
- BOŞTA
- Finans
Mağaza Sıralaması
- -
SBI MF Partner VS. 
Nippon India Business Easy 2.0Aralık 13, 2024