Relationship Manager- Yorkshire in Morley

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.
  • 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.