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Piper Serica Advisors

Senior Relationship Manager - Distribution

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  • Posted 8 hours ago
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Job Description

Piper Serica VC Fund-Piper Serica VC Fund, launched in 2022, is a $40M early-stage venture capital fund managed by Mumbai-based Piper Serica, overseeing ₹1,300 Cr in assets across PMS, offshore FPI, and angel investments. The fund targets revenue-generating tech startups in semiconductor, spacetech, AI, fintech, advanced electronics, robotics, and more, using AI-assisted screening (Yoda.ai). It is raising Bharat Tech Fund, a Rs. 800 crore fund that will continue to follow the same investment strategy with larger cheque sizes.

Key Responsibilities:

·      Lead from the front to build AuM across PMS, AIF, Advisory Products and other investment products through existing distributors and growing the distributor base on a regular basis.

·      The candidate would need to be hand-on, develop in-depth subject matter expertise with the tasks described above and contribute to the particular client segment aligned.

·      This candidate will be responsible for driving business from existing distributors, keeping them updated, managing relationship and acquiring new distributors for Piper Serica's investment products

·      Responsible for Business Development - Apply business / product / process understanding to identify opportunities to build depth in the function, move up the value chain from a complexity standpoint and work towards end to end ownership of appropriate tasks

·      Establish strong controls and relationship with existing Investor(s) and new investor(s)

·      Build up AuM (Asset under Management) over a period of engagement through right advise and proper fitment of apt investment options to the target Distributor.

·      Act as a Brand ambassador of the company at various events.

·      Continously upgrade and update with all regulatory compliance and cerufication requirement. If such certification are executed with the employment period, the organisation will re-imburse the expenses of the examination costs.

Day to Day Activities:

·      Drive own self business target

·      Drive business through leads cultivated by AVP and Directors.

·      Service existing investors, distributors, business associates and drive additional business from exisiting distirbutor and investor through Up sale and cross sale of investment products.

·      Ensure all operational requirement and process requirement are completed to on-baord Investors smoothly and seamlessly.

Participate active engagement with management and other stake holders to ensure business growth.

Personal Attributes & Requirements:

We seek candidates with a unique blend of leadership, interpersonal and analytical skills. In addition to functional responsibilities, the candidate is expected to act as a key engagement point with location teams and lead a highly motivated team for both qualitative and quantitative resources to understand complex financial situations and present solutions. 

Qualification:

·      Post graduate or an equivalent professional degree with 3+ years of experience

·      Broad experience in Financial/Banking Industry and understanding of the Distirbutors life cycle and Products/Asset classes

·      Hands on multi-tasker, self directed, capable of working independently and as part of the team.

·      Excellent stakeholder engagements skills, strong understanding of the needs and sensitivities of distributor engagement and management.

·      Absolute discretion when dealing with confidential matters

·      Able to work independently and adaptable to work in demanding environment

·      Excellent interpersonal skills, both written and oral

·      Exceptional follow-up and follow-through skills

·      PowerPoint and Excel expertise required

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About Company

Job ID: 149291505