MFConnect 與 SBI MF Partner 使用情況與統計
1. Initiate Transaction - Initiate purchase, redeem and switch transactions on behalf of your investors on the go.
2. Video – Access Videos explaining market cycle, concepts related to ICICI Prudential Mutual Fund, views in Media on the Market, Product positioning etc.
3. News and Views – Stay updates on Equity & Debt market on daily basis through our Headstart articles and other important articles
4. NFO - All the new product will be listed along with their forms which you can email from app to your investors.
5. Calculators –Calculating goals of your investor is very easy through range of goal based calculators, not only that emailing the same with a predefined template to explain the same to investor is possible.
6. Debt Quants – It will provide a key quantitative inputs on AUM, YTM and Modified Duration on debt funds of ICICI Prudential Mutual Fund.
7. Touch To Call – A Distributor will instantly get a call from ICICI Prudential Mutual Fund customer service who can provide instant service on his/her queries.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
For Any Queries or Feedback please visit our website www.icicipruamc.com or call us on 1800 200 6666
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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
- 免費版
- 金融
商店排名
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MFConnect VS. 
SBI MF Partner12月 12, 2024