About Entrust Family Office

- 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 solid 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
- Strong interpersonal skills — relationship-first approach over transactional selling
- Ability to work independently with high ownership in a lean team environment

Personal Attributes

- Strategic thinker with intellectual curiosity and a client-first orientation.
- High integrity with the ability to build trusted relationships with UHNI families and corporates.
- Ability to thrive in an entrepreneurial, fast-paced, lean environment.
- Collaborative approach with strong ownership and accountability.

Why Join Entrust Family Office

- Be part of a dynamic and purpose-driven organisation at the intersection of wealth and impact.
- Work closely with top-tier UHNI investors, entrepreneurs, and next-gen leaders.
- Drive meaningful change in the world of Family Office, Investments, and Insurance.
- High-trust, high-accountability culture — advisory-first, not sales-driven.

📌 Relationship Manager – Insurance (Bengaluru)
🏢 Entrust CFO Services
📍 Bengaluru