• 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: Relationship Manager - Insurance
• Job Title: Relationship Manager — Insurance
• Department: Insurance Vertical
• Location: Bangalore / Chennai
• Experience: 4–8 years in insurance distribution or financial services sales
Key Responsibilities
• Build and manage a portfolio of Mass Affluent and HNI insurance clients
• Originate new business across life, health, motor, group, and commercial insurance lines
• Manage policy renewals, servicing requests, and claims coordination for existing clients
• Cross-sell across life, health, and GI lines to deepen client relationships
• Achieve revenue targets of Rs45L–Rs50L commission per annum
• Maintain accurate client records, renewal pipeline, and deal updates in the CRM
• Work closely with UHNI Senior RM and Principal Officer on joint origination for larger mandates
Key Qualification & Experience
• Life Insurance / General Insurance / Direct Sales backgrounds — all welcome
• Track record in achieving individual revenue or premium targets
• Background from: Life Insurance companies, GI companies, bancassurance, Direct Sales channels or wealth management firms
• Solid interpersonal skills —