Relationship Manager- Yorkshire

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