SBIMF Partner by SBI Mutual Fund SBIMF Partner is a dedicated mobile solution for our partners enabling them to stay connected with their clients throughout. The app allows our partners to: View complete MIS A dashboard showing gross sale, AUM, Investment Breakup etc. Onboard Customer Generate a zero balance folio for KYC complied investors. Initiate Transaction Initiate transactions on behalf of investors. Create profile for each EUIN SBIMF partners can create a profile for each EUIN that will be used while initiating transactions. Group management Create groups based on investor behaviour/type and use these groups while initiating transactions, sharing articles, videos etc to multiple investors. NAV Alerts Receive email and in app notifications for NAV alerts set by you. Fund Finder Browse through SBIMF funds using filters.
VERSION HISTORY
- Version 1.0 posted on 2016-09-03
Program Details
- Category: Business > Accounting & Finance
- Publisher: SBI FUNDS MANAGEMENT PRIVATE LIMITED
- License: Free
- Price: N/A
- Version: 1.0
- Platform: ios