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Relationship Manager
3 weeks ago
We are seeking an ambitious and results-driven Relationship Manager 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 of the Begbies Traynor Group and will have the opportunity to work with our expanding panel of funding providers. As a Relationship Manager, 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 Identify and develop new business opportunities through direct outreach, networking, and market research Align and deliver relationships with the broader BTG team to enhance your network of business introducers and demonstrate strong territory management. Build and maintain strong relationships with existing customers to maximise 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 Begbies Traynor Group. Conduct regular face‑to‑face meetings and site visits to understand customer needs and build trust 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. 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 Work with credit teams to secure approvals for transactions Experience & Skills 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 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 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 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 You are motivated by targets and thrive in an environment where success is measured and rewarded. You consistently go the extra mile to deliver results. You take initiative, manage your own workload effectively, and don't need constant supervision to stay productive and focused. You are committed to delivering an unparalleled customer experience and building long‑term partnerships based on trust and value. You take pride in producing high‑quality work, ensuring accuracy in all documentation and communication. You can adapt your communication style to different audiences, whether speaking with customers, introducers, or internal stakeholders. You have a solid grasp of asset finance products, credit assessment, and the regulatory environment, or are eager to develop this knowledge quickly. What We Offer This is an exciting opportunity to work in a dynamic, fast‑paced business where your contribution is valued and recognised. You will join an exceptional team of professionals who are passionate about pushing boundaries and delivering outstanding service to customers. We offer: Competitive base salary with commission structure Clear career progression opportunities in a growing business Comprehensive training and ongoing professional development Supportive team environment where collaboration is encouraged Seniority level Associate Employment type Full‑time Job function Sales and Customer Service #J-18808-Ljbffr
