Fixed Income- Basics
SBI Mutual Fund Distributor Module
SBI Mutual Fund Distributor Module
What is on offer…
The future…
Client Risk Profiling tool
Goal Seek and Goal Builder tool
Asset Allocation tool
Financial Planning tool
Fixed Income- Basics
SBI Mutual Fund Distributor Module – User Manual
Steps to be on SBI Mutual Fund Distributor Module
Visit our website www.sbimf.com
Click on “Distributor Space” tab
If you are new user click on register for distributor module
Click on Login if you have activated your account
Your registration
Activate your account
Logon to your account
Provide your Login ID and Password created at the time of Activation of your account
Landing page – Your Dashboard
The Dashboard depicts:
Your last 6 Month’s AuM trend Your last 6 Month’s Gross Sales Your last 6 Month’s Brokerage Earnings Your last 5 Transactions Your top 5 investors Market updates
Use this section to create a group(s) of clients based on: Scheme Family Area AuM Any other criteria of your choice
Group Management
Portfolio Details
You can view the complete portfolio details of your investors. You can view the portfolio details based on Folio Number or a Group created under Group Management
View the transaction history of your clients based on Folio No. or Group(s)You can even export the report to MS-Excel
Transaction History
Keep a track of latest expired SIP(s) or discontinued SIP(s) for the past one yearView all High Value Redemption(s)
Transaction Tracker
Account Statement
Download consolidated Account Statement for a Folio No. or Group(s)
MIS Report
Generate MIS reports on:Last 6 months AuM, Gross Sales, Net Sales
Marketing and Sales Platform
Download – Common Application Form(s), Offer Document(s), Latest Factsheets, Fund One Pagers, Latest Newsletters etc.
Knowledge Center
Get the latest update on Market View, Our Equity and Debt Outlook, updates on New Events
Get the data of SIP(s) expiring of your chosen date rangeSend SIP renewal reminders at a click of a button to all your clients with SIP(s) expiring in next 15 days
SIP Reminder
Fixed Income- Basics
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