Mitra is a digital relationship manager for State Bank of India (SBI) employees for information on SBI Mutual Funds. Mitra also helps SBI employees service customers of SBI with mutual fund investments.
Sales enablement:
- Alerts on home page for SIP renewals and maturing 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 identify 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 fund schemes, get latest NAV, current value of investments etc.
Performance tracking:
- Find out performance of all ACEs (AMFI certified employees of State Bank of India) in SBI branches, updated on a daily basis!
Sales enablement:
- Alerts on home page for SIP renewals and maturing 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 identify 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 fund schemes, get latest NAV, current value of investments etc.
Performance tracking:
- Find out performance of all ACEs (AMFI certified employees of State Bank of India) in SBI branches, updated on a daily basis!
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What's New
- Launch of SBI Retirement Fund, a solution oriented fund that offers four plans across risk profiles, and life cover up to a maximum of Rs 50 lakhs per investor. Open for subscription from January 20 to February 3
- Serving new HUF Clients
- Digital enablement for existing Institutional clients
- Additional Insights
- Serving new HUF Clients
- Digital enablement for existing Institutional clients
- Additional Insights
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Additional Information
Updated
January 20, 2021
Size
16M
Installs
50,000+
Current Version
1.5.7
Requires Android
5.0 and up
Content Rating
Everyone
Permissions
Report
Offered By
SBI Funds Management Private Limited