速報APP / 商業 / SBI Mitra

SBI Mitra

價格:免費

更新日期:2019-07-15

檔案大小:27.8 MB

目前版本:1.3.3

版本需求:需要 iOS 9.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。

支援語言:英語

SBI Mitra(圖1)-速報App

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

SBI Mitra(圖2)-速報App

- 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.

SBI Mitra(圖3)-速報App

Performance tracking:

- Find out performance of all ACEs in the branch, updated on a daily basis! https://www.sbimf.com/PrivacyPolicy.aspx

支援平台:iPhone, iPad