SBI MF Mitra

Key Features:

• Smart Dashboard - Quick Action Widgets for better discoverability


• Bulk Transaction - Initiate transactions for multiple investors in a single go


• Edit SIP - Modify running SIPs without canceling and re-registering


• Smart Checkout - Payment Mode auto-selected for faster checkouts


• Transaction History - Check status of all transactions in one place


• Planner - Add meetings and tasks on the go with reminders


• Non-Financial Transactions - Initiate NFTs easily without paperwork


• IPV KYC - Onboard new clients easily with proper document uploading


• Business Insights - View all business data in single view


• Manage Teams - Assign investors to team members for better serviceability

Overview:

The SBI MF Mitra App is a comprehensive solution designed for SBI Mutual Fund stakeholders to manage various Mutual Fund accounts effortlessly. It enables Partners/Relationship Managers to connect with clients seamlessly, invest in Mutual Funds effectively, and streamline business operations.

With features like Smart Dashboard, Bulk Transaction, Edit SIP, and more, the app offers a convenient way to manage transactions, meetings, teams, and non-financial transactions. IPV KYC ensures a smooth onboarding process for new clients, while Business Insights provide a comprehensive view of business data.

Download the SBI MF Mitra App today to enjoy its benefits and enhance your Mutual Fund management experience.