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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