Relationship Manager- Yorkshire

4 days ago


Leeds, United Kingdom Aimee Willow Connex Ltd Full time

Job DescriptionAbout the RoleWe 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 ResponsibilitiesBusiness Development & Client Relationship Management:Identify and develop new business opportunities through direct outreach, networking, and market researchAlign 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 referralsWork closely with professional introducers and vendors to generate high-quality leads and referralsIdentify 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 trustDeal Origination & ManagementSource and originate both standard and complex/structured finance transactionsManage deals from initial enquiry through credit sanction, documentation, and final payoutWork with underwriting and credit teams to structure competitive and compliant financing solutionsDemonstrate an understanding of the offering our funding partners can provide and use this to tailor the best solutions for our clients.Sales Performance & PlanningConsistently meet and exceed monthly and quarterly sales targetsMaintain high standards of credit quality across all transactionsEnsure exceptional customer satisfaction at every stage of the sales processFocus on long-term customer retention and relationship developmentPlan daily and weekly sales activities to build a strong pipeline of prospectsConvert pipeline opportunities into completed transactions efficientlyProvide accurate sales forecasting and reporting to managementBusiness Credit AnalysisConduct thorough financial analysis of potential customersPrepare detailed and well-structured credit applications and reportsWork with credit teams to secure approvals for transactionsUnderstand other potential Group opportunitiesEssential Experience & SkillsSales ExperienceProven track record of meeting and exceeding sales targets in asset finance or related financial servicesDemonstrable experience in business-to-business (B2B) salesStrong understanding of the asset finance industry and competitive landscapeExperience working with introducers or channel partners is highly desirableRelationship ManagementExcellent relationship-building skills with the ability to establish trust quicklyStrong negotiation skills with the confidence to close deals effectivelyAbility to manage multiple customer relationships simultaneouslyCommunication SkillsOutstanding verbal and written communication skillsStrong networking ability with a natural talent for building connectionsAbility to influence decision-makers and present compelling business casesConfident presenter who can articulate complex finance solutions in simple termsTechnical & Analytical SkillsAn understanding of financial statements, cash flow analysis, and business performance metricsRisk management awareness with the ability to identify potential credit concernsStrong attention to detail when preparing credit applications and documentationProficient in using CRM systems and sales management tools



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