Relationship Manager- Yorkshire

Aimee Willow Connex Ltd; Morley; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial services company in the United Kingdom is seeking a motivated Relationship Director to join their team. The successful candidate will leverage their experience in asset finance sales to build and maintain client relationships, identify financing opportunities, and drive business growth. This role offers the chance to impact the company's success in a fast-paced environment.

Qualifications

• Proven track record of meeting and exceeding sales targets in asset finance or related financial services.
• Excellent relationship-building skills with the ability to establish trust quickly.
• Outstanding verbal and written communication skills.

Responsibilities

• Identify and develop new business opportunities through direct outreach and networking.
• Build and maintain strong relationships with existing customers.
• Conduct thorough financial analysis of potential customers.

Skills

Sales Experience

Relationship Management

Communication Skills

Technical & Analytical Skills

Tools

CRM systems

Job description

About the Role

We are seeking an ambitious and results-driven Relationship Director to join our growing team. This is an exceptional opportunity for someone with a strong background in asset finance sales who is motivated by performance and committed to delivering outstanding customer service.

You will be a part of a growing division and will have the opportunity to work with our expanding panel of funding providers.

As a Relationship Director, you will play a key role in driving business growth by building relationships with new and existing clients, identifying financing opportunities, and delivering tailored solutions that meet their needs. You will work in a fast-paced, supportive environment where your contribution directly impacts the success of the business.

Key Responsibilities

Business Development & Client Relationship Management

• Identify and develop new business opportunities through direct outreach, networking, and market research
• Align and deliver relationships with the broader team to enhance your network of business introducers and demonstrate strong territory management.
• Build and maintain strong relationships with existing customers to maximize repeat business and referrals
• Work closely with professional introducers and vendors to generate high-quality leads and referrals
• Identify customer requirements across our full product range, including asset finance, property finance, invoice finance, vehicle management and business loans. There is also the opportunity to introduce the services of the wider group.
• Conduct regular face-to-face meetings and site visits to understand customer needs and build trust

Deal Origination & Management

• Source and originate both standard and complex/structured finance transactions
• Manage deals from initial enquiry through credit sanction, documentation, and final payout
• Work with underwriting and credit teams to structure competitive and compliant financing solutions
• Demonstrate an understanding of the offering our funding partners can provide and use this to tailor the best solutions for our clients.

Sales Performance & Planning

• Consistently meet and exceed monthly and quarterly sales targets
• Maintain high standards of credit quality across all transactions
• Ensure exceptional customer satisfaction at every stage of the sales process
• Focus on long-term customer retention and relationship development
• Plan daily and weekly sales activities to build a strong pipeline of prospects
• Convert pipeline opportunities into completed transactions efficiently
• Provide accurate sales forecasting and reporting to management

Business Credit Analysis

• Conduct thorough financial analysis of potential customers
• Prepare detailed and well-structured credit applications and reports
• Work with credit teams to secure approvals for transactions
• Understand other potential Group opportunities

Essential Experience & Skills

Sales Experience

• Proven track record of meeting and exceeding sales targets in asset finance or related financial services
• Demonstrable experience in business-to-business (B2B) sales
• Strong understanding of the asset finance industry and competitive landscape
• Experience working with introducers or channel partners is highly desirable

Relationship Management

• Excellent relationship-building skills with the ability to establish trust quickly
• Strong negotiation skills with the confidence to close deals effectively
• Ability to manage multiple customer relationships simultaneously

Communication Skills

• Outstanding verbal and written communication skills
• Strong networking ability with a natural talent for building connections
• Ability to influence decision-makers and present compelling business cases
• Confident presenter who can articulate complex finance solutions in simple terms

Technical & Analytical Skills

• An understanding of financial statements, cash flow analysis, and business performance metrics
• Risk management awareness with the ability to identify potential credit concerns
• Strong attention to detail when preparing credit applications and documentation
• Proficient in using CRM systems and sales management tools