SBI Mitra 1.3.3
Device: iOS Universal
Category: Business
Price: Free, Version: 1.1.6 -> 1.3.3 (iTunes)
Description:Mitra is a digital relationship manager from SBI Mutual Fund. The app helps you sell SBI mutual fund and service existing mutual fund investors in your branch.
Sales enablement:
- Alerts on home page for SIP renewals and expiring closed ended funds
- Information on one fund every day on the home page to know your funds
- Find the right fund feature to help you pitch the right fund based on investors need
- Use tools and calculators to help customers in financial planning
Service enablement:
- Search for customers who have invested in SBI mutual funds, find out NAV, value of investments, units etc.
Performance tracking:
- Find out performance of all ACEs in the branch, updated on a daily basis! https://www.sbimf.com/PrivacyPolicy.aspx
What's New
Introducing SBI Goal Manager - An interactive financial planning tool to assist investors in planning for their future goals.
SBI Mitra