• A Multi Family Office that handles all financial matters of Uber-Wealthy Families/ UHNI Individuals/ Corporates.
• One of the earliest firms in India, to be registered under SEBI's new Investment Advisor guidelines.
• Specialized in facilitating Investment Advisory, Shared CFO Services, Private Equity, Business Advisory, Legal & Taxation etc. Presently expanding its capabilities to fulfil client needs.
• Founded in Bengaluru in 2013, by industry professionals with work experience in senior roles in reputed organizations such as Kotak Mahindra Bank, HDFC Bank and IL&FS; Investment Managers.
• Backed by a team of senior professionals with significant domain expertise in financial services.
• Entrust Family Office has built a strong reputation of a client centric firm with high integrity.
Position Overview: Senior Relationship Manager (UHNI) — Insurance
• Job Title: Senior Relationship Manager (UHNI) — Insurance
• Department: Insurance Vertical
• Location: Bangalore / Chennai
• Experience: 10–15 years in General Insurance relationship management
Key Responsibilities
• Own and grow a UHNI/corporate General Insurance book targeting Rs10Cr+ GWP within the role
• Lead origination and structuring of large-ticket insurance mandates for UHNI families and corporates
• Manage end-to-end policy servicing — renewals, cross-sell, claims coordination across GMC, GPA, property, liability, and specialty lines
• Coordinate with insurer partners on underwriting, pricing, and issuance for complex risks
• Maintain accurate client and pipeline records in the CRM system
• Represent Entrust at client meetings, BD events, and insurer relationship reviews
Key Qualification & Experience
General Insurance background — mandatory (LI-only profiles will not be considered)
Existing GI book of Rs10Cr+ GWP — solid preference
Background from: GI insurer corporate/key account teams or insurance advisory/broking firms
Strong consultative, advisory approach — UHNI and