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!
