Looking at ways to enhance your business & career? Log onto streetsahead.in to upgrade yourself!
MF News Reliance MF revamps its Business Easy app for distributors

Reliance MF revamps its Business Easy app for distributors

The revised app offers array of customer management tools such as dashboard and client segmentation.
Team Cafemutual Feb 9, 2019

Reliance Mutual Fund has updated its distributor app to launch Business Easy 2.0.

Now distributors can execute SWP and STP through the new app. Also, distributors can generate and send the account statements and capital gains reports directly to their clients through the app. In addition, the fund house has introduced ‘distributor help’ option to resolve queries.

Other key features that the app offers:

  • Online transaction
  • Array of customer management tools such as dashboard to view their business and options to filter clients based on different parameters
  • In built data analytics which will give advisors insights on their client’s investment pattern and their purchase propensities
  • Several self-service options like generating brokerage statements

Evaluating the app, Mumbai IFA Ritesh Sheth likes the campaign functionality. “I can run a sales campaign for a scheme through this function. With this, I can send a personalized message along with a link to invest in the scheme. They can either invest on their own or just express interest,” said Ritesh.

Click to clap
1 Comment
Vikas Gupta · 1 week ago
The amc office, Rohtak is one step ahead. It had run a sales campaign on this app on my behalf without my knowledge.
Wish to stay on top of your game? Get daily tips, ideas and articles to grow your business.
Subscribe to Cafemutual Newsletter.