SBI MF Mitra 5.4.9

The new SBI MF Mitra App is tailored to cater to SBI Mutual Fund, State Bank of India (SBI), and Regional Rural Bank (RRB) stakeholders, offering a streamlined solution to oversee various Mutual Fund accounts for their clients. This comprehensive application facilitates Partners/Relationship Managers in fostering seamless connections with their clientele. Through the SBI MF Mitra App, Partners/Relationship Managers can not only optimize their clients' Mutual Fund investments efficiently and paperlessly but also enhance management of Transactions, Business activities, Meetings, and Teams.

The app boasts a range of notable features:

1. Smart Dashboard: Provides Quick Action Widgets for enhanced discoverability and offers actionable insights conveniently.
2. Bulk Transaction: Allows initiation of transactions for multiple investors in a single operation.
3. Edit SIP: Offers the flexibility to modify existing SIPs without the need for cancellation and re-registration.
4. Smart Checkout: Streamlines the payment process by automatically selecting the Payment Mode based on past transactions.
5. Transaction History: Enables users to monitor transaction statuses comprehensively and effortlessly share initiated links with investors.
6. Planner: Allows users to schedule meetings and tasks on-the-go, setting reminders accordingly.
7. Non-Financial Transactions: Simplifies NFT initiation processes, eliminating paperwork hassle.
8. IPV KYC: Streamlines the IPV KYC procedure for smoother client onboarding by ensuring proper document upload to avoid rejections.
9. Business Insights: Consolidates all business data into a single view for easy access and analysis.
10. Manage Teams: Facilitates the assignment of investors to specific team members for optimized service delivery.

In summary, the new SBI MF Mitra App is an essential tool for Partners/Relationship Managers seeking an efficient approach to manage their clients' Mutual Fund accounts seamlessly. To experience the array of benefits it offers, download the SBI MF Mitra App today. Happy Selling!