RM – Mirae Asset Sharekhan

1-stop app for RMs & CREs: Client Account Opening, Tracking & Lead Management

This smart Account Opening and Lead Management app built exclusively for Mirae Asset Sharekhan Relationship Managers and Customer Relationship Executives simplifies the lead-to-customer lifecycle.
The Mirae Asset Sharekhan Sales app empowers RMs and CREs to focus on what matters most: tracking assigned leads, scheduling appointments, and converting prospects into lifelong customers.
From lead assignment to account activation, the app brings every step of the journey into one seamless, mobile-first experience. With real-time insights, geo-mapped leads, and smart tracking tools, it ensures that every interaction is logged, every opportunity is captured, and every account is opened with confidence.
Leads Page – All Your Prospects in One Place
The Leads Page is your command center for prospecting. View, filter, and prioritise leads based on status, source, or urgency. Whether it's a walk-in, referral, or digital inquiry, every lead is captured and categorised for easy follow-up. No more missed opportunities—just a clean, organised pipeline at your fingertips.
Individual Lead Page – Every Detail, Every Interaction
Tap into any lead to access their Individual Lead Page, a comprehensive profile that includes contact details, lead source, meeting notes, location, and current status. Add updates, schedule follow-ups, and track every interaction in real time. It’s your digital memory—so you never lose context, even weeks later.
Account Opening Page – Fast, Compliant, and Error-Free
Open customer accounts with confidence using the Account Opening Page. Guided workflows ensure that every step—from KYC to FATCA—is completed accurately. Upload documents, validate PAN and Aadhaar, and capture signatures on the go. With built-in checks and real-time status updates, you reduce rework and speed up activation.
Calendar View of Appointments – Plan Your Day Like a Pro
Stay organised with the Calendar View, which displays all your upcoming appointments, follow-ups, and client meetings in one place. Sync with your daily schedule, set reminders, and never miss a commitment. Whether you're planning a branch visit or a field meeting, Mirae Asset Sharekhan Sales keeps your day structured and stress-free.
DIY Application Status – Track and Resume with Ease
Empower your clients with DIY Application Status tracking. See where each self-initiated application stands—whether it’s pending documents, verification, or approval. Resume incomplete applications with a single tap, helping clients complete their journey without starting over. It’s seamless, supportive, and client friendly.
Activities Log – Every Action, Fully Tracked
Search and review past customer interactions with the Activities Log. Whether you’re revisiting a lead from last month or checking the status of a closed account, every detail is recorded:
• Customer Name
• Mode of Lead (walk-in, referral, Orange Club Onboarding)
• Location
• Date
• Current Status
• Notes

This full audit trail ensures transparency, accountability, and continuity—so you can pick up any conversation right where you left off.
Why you’ll love Mirae Asset Sharekhan Sales
• Built for speed: Open accounts in minutes, not hours
• Designed for mobility: Works seamlessly in the field or in-branch
• Smart tracking: Never lose sight of a lead
• Compliance-ready: Stay aligned with regulatory requirements
• Intuitive UI: No training needed—just tap, track, and convert
Whether you're onboarding a new client or following up with a lead, Mirae Asset Sharekhan Sales ensures every step is efficient, compliant, and client-centric.
Download now and transform the way you work.
Regulatory Info
Member Name: Sharekhan Limited
SEBI Registration No: INZ000171337
Member Code: NSE 10733; BSE 748; MCX 56125
Registered Exchanges: NSE, BSE, MCX