Kotak Business Hub
iOS Universel / Finance
The Business Hub app is designed to help Mutual Fund distributors optimize their operations and manage their business efficiently. With easy access to essential resources, analytics, and client data, this app boosts productivity and enhances your client servicing capabilities.
Key Features to Supercharge Your Business:
• Monthly Business Snapshot: Monitor your business performance and track key milestones to drive growth.
• Opportunity Reports: Leverage insightful analytical reports to cross-sell and minimize leakages, helping you grow your overall business.
• ProStart Videos: Access expert-led videos to enhance your knowledge and refine your skills.
• Co-branded Marketing Collaterals: Download a wide variety of co-branded marketing materials in different categories like Products and Concepts to engage your clients effectively.
Transaction Features:
• Initiate Transactions : Easily process financial and non-financial transactions for both new and existing investors.
• Download/Email Account Statements : Quickly share account statements with distributors and investors.
• Online Empanelment : Register and get empaneled as a new distributor with ease.
For support or any queries, contact us at:
Call: 1800-309-1490
Email: mutual@kotak.com
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully.
Quoi de neuf dans la dernière version ?
What’s New
• Introducing AI Corner and Tutorials to help you understand how AI and Business Hub can support and grow your distribution business.
• You can now view your Net Sales directly on the dashboard for quick insights.
• The Client List has been removed to strengthen privacy and protect investors’ information.
• Bug fixes and performance enhancements for a smoother experience.
