SBI MF Darpan

Introducing the All-New SBI MF Darpan App!

The new SBI MF Darpan App is designed to provide our Relationship Managers with an effortless solution to manage their clients' mutual fund accounts. This comprehensive app enables our Relationship Managers to stay seamlessly connected with their clients.

With the SBI MF Darpan App, Relationship Managers can not only invest in mutual funds for their clients in the most efficient manner—without any paperwork—but also manage transactions, business insights, meetings, and teams more effectively.

Key Features of the SBI MF Darpan App:

✅ Business Section – A Powerful View of Hierarchical Business Insights

It offers a comprehensive and organized view of key sales and business metrics, empowering every level of the distribution hierarchy with meaningful data and actionable insights.

In this dedicated section, users can:

📊 Access all Sales, SIPs, and Key Business Metrics: Track performance across various parameters like Net Sales, Gross Sales, SIP registrations, redemptions, trigger amounts, and more—all in one centralized dashboard.

Hierarchical Business Visibility:

The SBI MF Darpan App is structured to reflect business numbers basis organization's hierarchy, allowing seamless access to business data at every level:

Zonal Heads can view consolidated and segmented business performance across: Regions, Channels, Branches and Individual Relationship Managers (RMs). Similarly for channels, branches and RMs.

Empowering Smarter Business Decisions- With this level of visibility, leaders at every level can:

· Monitor performance in real-time

· Identify high-performing or underperforming zone/ region/ channel/ branch/RM.

· Plan trainings or support based on accurate data

· Drive growth with data-backed strategies

✅ Smart Dashboard – Access quick-action widgets for better discoverability and actionable insights at your fingertips.

✅ Business Snapshot – View key business metrics such as net sales, trigger amounts, and other insights instantly.

✅ Account History – Check the status of transactions, folio creation, and redemption reports in one place. Easily access and share initiated links with investors anytime.

✅ Planner – Add meetings and tasks on the go, with built-in reminders to keep you on track.

✅ Non-Financial Transactions – Say goodbye to paperwork! Initiate most non-financial transactions (NFTs) as easily as financial ones.

✅ IPV KYC – Simplify client onboarding with our easy IPV KYC process. Upload documents properly to avoid rejections and stay ahead.

…And much more!

Whether you're on the ground or leading from the top, the SBI MF Darpan App ensures you're always in control of your numbers.

📲 Download the SBI MF Darpan App today and experience the future of mutual fund management!

Happy Selling!

SBI Mutual Fund