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Overview of SBI Mutual Fund Distributor Module: Key Features and Future Insights

Explore the comprehensive guide to the SBI Mutual Fund Distributor Module, emphasizing fixed income basics. This user manual outlines essential steps for registration, account activation, and navigating the dashboard. Discover tools to track your assets under management (AuM), sales trends, brokerage earnings, and transaction history. Learn to manage client portfolios, generate management information system (MIS) reports, and access marketing materials. Stay updated with market trends and receive timely SIP reminders. Position yourself for success in the mutual fund distribution landscape.

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Overview of SBI Mutual Fund Distributor Module: Key Features and Future Insights

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  1. Fixed Income- Basics SBI Mutual Fund Distributor Module

  2. What is on offer…

  3. The future…

  4. SBI Mutual Fund Distributor Module – User Manual Fixed Income- Basics

  5. Steps to be on SBI Mutual Fund Distributor Module

  6. Your registration

  7. Activate your account

  8. Logon to your account Provide your Login ID and Password created at the time of Activation of your account

  9. 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

  10. Group Management • Use this section to create a group(s) of clients based on: • Scheme • Family • Area • AuM • Any other criteria of your choice

  11. 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

  12. Transaction History View the transaction history of your clients based on Folio No. or Group(s) You can even export the report to MS-Excel

  13. Transaction Tracker Keep a track of latest expired SIP(s) or discontinued SIP(s) for the past one year View all High Value Redemption(s)

  14. Account Statement Download consolidated Account Statement for a Folio No. or Group(s)

  15. MIS Report Generate MIS reports on: Last 6 months AuM, Gross Sales, Net Sales

  16. Marketing and Sales Platform Download – Common Application Form(s), Offer Document(s), Latest Factsheets, Fund One Pagers, Latest Newsletters etc.

  17. Knowledge Center Get the latest update on Market View, Our Equity and Debt Outlook, updates on New Events

  18. SIP Reminder Get the data of SIP(s) expiring of your chosen date range Send SIP renewal reminders at a click of a button to all your clients with SIP(s) expiring in next 15 days

  19. Fixed Income- Basics Thank you

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