Partner Mobile App. Android & IOS

Transcription

1 Partner Mobile App Android & IOS

2 Guide to Access Partner Portal App (BA s/remisier/onwards/ifa s) Step 1: Click on the link to download the app Google Play Store: Step 2: Open the app and put in your credentials in the Login Page Username: <BAID> for BA s, Remisier and Onwards like RDIVESH or PXDIVESH <CP Code> for IFA s like K or WA Password: Existing <Uppermost Password> for BA s, Remisier and Onwards <PAN Number> to be used as password for IFA s

3 Guide to Access Partner Portal (Branch Manager/Advisor) Step 1: Click on the link to download the app Google Play Store: Step 2: Open the app and put in your credentials in the Login Page Username: <EmpCode> Password: Existing <Myzone password> to be used

4 Landing Page of Mobile App Landing page include Revenue Snapshot, AUM Snapshot, Sales Snapshot, Client Snapshot

5 Overall Revenue SnapshotGet Summary of Total Broking Product and Total Asset Product revenue summary with previous comparison & % contribution of each product in business revenue.

6 Revenue SnapshotKnow trend of your revenue generated in each product for Day, Week, Month & Year, comparison v/s previous corresponding period Click on View More button to Client wise Revenue detail of your top clients in that category

7 Overall AUM SnapshotGet summary of Asset under management for Broking Product and Asset Product with previous comparison & weightage of each product in your business

8 AUM SnapshotKnow trend of your AUM (Assets Under Management) as on date in each product for Day, Week, Month & Year, comparison v/s previous corresponding period Click on View More button to Client wise AUM detail of your top clients in that category

9 Overall Sales SnapshotGet summary of Volume for Broking Product and Gross Sale in Asset Product with previous comparison & weightage of each product in your business

10 Sales SnapshotKnow trend of your Sales (Volume & Gross Sales) in each product for Day, Week, Month & Year, comparison v/s previous corresponding period

11 Product Wise Active Client Breakup Get Client Breakup:Total Active Broking Clients:(Equity, F&O, Commodity & Currency) Total Asset Product Clients:(Mutual Fund, Systematic Investment Plan, & PMS)

12 Client Snapshot- Inactive Client, Top Broking, Top Asset

13 Client SnapshotGet details of Newly acquired client, Inactive Clients, Top Broking Clients, Top Asset Product Clients in your business for Day, Week, Month & Year and comparison vs. previous period Top 25 Clients Click on View More button to get more details of your most recent clients Know which clients are without margin Instant access to call/ for every client from every screen To get entire report by

14 Business Summary & Live Market Get Broking Business Summary for Current month as well as AUM and Active SIP count Indian and Global Market information (15 min delayed) on one click with Top 3 Gainer, Top 3 Losers & Top 3 Most Active by Volume for Equity and Commodity.

15 Client Portfolio & Important Reports Search any Client through Client Code or UCID or Name and get Client Summary Portfolio Snapshot (Broking /Asset /Cash) Profit & Loss Summary (Broking & Asset ) Available Limits Client Holding Report Client Transaction Report Client P&L Report (Current Fin. Year) Client Revenue Report these reports to clients on a single click

16 Client Portfolio & Important Reports Search any Client through Client Code or UCID or Name and get Client Summary Client Holding Report Client Transaction Report these reports to clients on a single click

17 Client Portfolio & Important Reports Search any Client through Client Code or UCID or Name and get Client Summary Client P&L Report (Current Fin. Year) Client Revenue Report these reports to clients on a single click

18 Fund Payout & RMS Limit Request Now enter payout request for your client through Uppermost App through search any client Business Partner can enter Limit Request for their client through Uppermost Mobile App through search any client.

19 Important Reports Get various important reports through mobile App: Client wise/product wise Revenue Report Client wise AUM Report AMC wise AUM Report Scheme wise AUM Report Running SIP Report Upcoming SIP Report New Registered SIP Report Single Holding Report Get All report instant on id through Report Functionality.

20 Revenue / Client Wise AUM Report View Client Wise / Product Wise Revenue report for any specific period. View Client Wise AUM (as on date) for all the product like Equity, MF, PMS, FD, Bonds, Private Equity etc. With scroll functionality for further details

21 Client Wise AUM ReportMutual Fund Get Client Wise Mutual Fund AUM Report for asset class wise (Equity, Debt, Alternate & Liquid) Click on Client name to get more details like AMC wise Investment also click on AMC name to know scheme level investment Get complete report on

22 AMC / Scheme Wise AUM Report View AMC Wise / Scheme Wise AUM report. Click on AMC name or Scheme name to more drill down to get client wise AUM detail in Particular AMC or Scheme. Facility to report copy on registered mail id.

23 SIP Reports Get your running SIP report with Total SIP Amount, No of SIP & Active Ratio. Scroll for further information like AMC, Scheme Name, SIP Amount, No of Installment Etc. Get your Newly Registered SIP in current month report with Total SIP Amount, No of SIP & Active Ratio. Scroll for further information like AMC, Scheme Name, SIP Amount, No of Installment Etc.

24 Single Holding Reports Single holding report will help you to search all client which hold specific scrip, scheme, instrument with functionality free text message to all client in just one click facility available.

25 Reactivation Opportunity Report Now get your Inactive client details and send for reactivation process by one click. Get client available for reactivation report and send direct for reactivation Track your activated client and their revenue on one screen

26 Reactivation Opportunity Report Get the list of Client Available for reactivation. Search individual client or select multiple client and send for reactivation. Click on Report button and get entire report on your registered Mail ID.

27 Reactivation Opportunity Report Check Global Reactivation Snapshot Total Partner participated in Reactivation Process, Total Client Reactivated &Total Revenue Generated for last 3 years. Get immediate access of reactivation policy on your mobile.

28 Online Business Report Improve your online business by using online business report Get MTD summary & Your Platform wise Weightage V/s National Average Track Platform Wise Client Trades, Turnover and Revenue Check Mobile Actionable Insights and improve online business

29 Notification Instant & Periodic notifications Operational & Analytical notification regarding your current business and projection for the month.

30 Vacancy Module Vacancy module on your Uppermost App. Add and Manage your vacancy requirement View Uploaded Resume Track candidate status Update candidate status Online access of collection of resumes

31 Build Relationship & Knowledge Build strong relationship by wishing your clients on special occasions like his/her Birthday or Anniversary send personalized and SMS through one Click. Bulk functionality Knowledge First:- View important videos related to New Product Demo, Interviews, Market, Seminar

32 Product Maturity Reminder Get Important reminder like SIP Expiry date, Fixed Deposit, FMP Schemes Maturity & Life Insurance Premium dues. Mail free text to your client by just one click Call or SMS free text to your client by just one click

33 Ranking Know your MTD Rank & YTD Rank details with previous comparison across business partners. Know your product wise ranking details with previous comparison Get details for BA of the month and Rising Star of the month

34 Ongoing Contest information Track ongoing contest & reward program information to take active participation.

35 Chat with CSE MOSL Customer service team is now on your fingertip. Talk to MOGini by click on option Talk to CSE enter desire client code and access various important reports instantly.

36 Query / Feedback Query / Feedback:- Send your queries and feedback to MOSL Customer service team through mobile or get help from customer service team through call.

37 Thank You