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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
