SBI Wealth
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User Reviews for SBI Wealth
Barebones, buggy, bad user experience
The app has a very limited feature set, which is fine since it covers all the basics. But the UX is so bad (eg: setting up and managing STPs, tables use up 30% of the screen needing you to scroll forever) and sometimes a particularly functional simply doesn’t work (eg: Order Status report is broken since the last update).This application meant for top tier wealth clients is a disappointment. Is it incompetence or lack of commitment to the product / business ? Either way, makes me question if it’s worth continuing my relationship with SBI. I would have given 3 stars if the basic functionality were working fine and usable without bugs. The application needs to be completely revamped to get to a 4 or 5.
Description
SBI Wealth brings to you an exclusive Digital Enabler featuring: * Gateway to invest in a host of Mutual Funds and Investments * 360° view of MF and Investment Portfolio * Open New Folio, SIP, Purchase, Redeem, Switch and more * Get Report on Holdings, Transactions, Gain & Loss Value Proposition Personalized Banking and Benefits * A dedicated and experienced Relationship Manager (RM) through SBI Wealth Hubs and e-Wealth Centre * Waiver on a host of Service Requests * Discount on Locker Rentals * Unlimited free transactions through other Bank ATMs * Door-Step Banking – Customer Relationship Executives available for pickup & delivery of documents to save the hassles of travel/visits Investment & Other Products * Unbiased Open Investment Platform * Experienced Research Team and Investment Counsellors * Best in Class Investment Products across various Asset Classes * Direct Equity and Fixed Income Services through our partners * Protection Solutions in the form of Life & General Insurance * “SBI Wealth Investment Outlook” – Monthly Research report for our Clients Digital Convenience * Future-ready Internet Banking Client Portal * Mobile App which enable Transactions, Portfolio Review & Tracking at your fingertips * Remote Relationship Management Centre i.e. e-Wealth Centre, providing: > Extended Banking Hours 8:00 am to 10:00 pm > Voice and Video Calling with e-RM > Services to Wealth Clients onboarded from non-SBI Wealth Hub Centres called “Satellite Wealth Hub Centres” through e-Wealth Centres Lifestyle Benefits * Complimentary Visa Signature Debit Card that offers discounts across various categories * Visa Signature Credit Card that brings access to Priority Pass membership, Concierge Services and much more * SBI Rewardz Loyalty Program with 5x Reward Points * Reward Points redemption across a large array of Products and Services including Online & In-store shopping
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