Financial Relationship Manager Test

Topics covered
  • Customer focus 
  • Customer / portfolio management
  • Financial management
  • Communication
  • Test Duration: 30 minutes
  • No. of Questions: 20
Useful for hiring
  • Financial Relationship Manager
  • Relationship Manager Finance
  • Financial Client Service Manager
  • Relationship Banker
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Pedro Furtado, Capacity Manager, Altran-Portugal
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About Financial Relationship Manager Test

Relationship management aims to create a partnership between the organization and its customers or business, rather than consider the relationship merely transactional. Relationship management involves any process or strategy used to build support for a business and its offerings and increase brand loyalty. Financial relationship manager will be responsible for identifying, sourcing, analyzing, monitoring of various project funding proposal which would involve assessing funding requirement through cash flow budgeting, finalizing tenure & repayment schedule of the proposed credit facility, analyzing the financial statements of potential borrower, ensuring compliance with regulatory guidelines and requirements, stipulating conditions for future monitoring.
Financial relationship manager test helps recruiters & hiring managers to assess client relationship management skills of a candidate for the finance industry. Relationship manager finance test is designed by experienced subject matter experts (SMEs) to evaluate and hire relationship manager finance as per the industry standards.
Why use Interview Mocha’s financial relationship manager test?

This financial relationship manager test helps employers in many ways including hiring a job-fit candidate within a short period, taking unbiased employee performance appraisal decisions and reduce hassle in mass recruitment. Reduce candidate filtration time up to 85% with our relationship manager finance test.
Financial relationship manager skills test helps you to screen the candidates who possess traits as follows:
1.  Ability to analyze and recommend correct financial instruments to customers
2.  Ability to analyze the financial ecosystem and recommend strategies to safeguard the investments of an individual
3.  Experience in assessing client needs, identifying/recommending solutions, and building/managing client relationships
4.  Experience in financial services and knowledge of the financial services industry, products and solutions

Interview Mocha’s powerful reporting & intelligent analytics will help you overview candidate’s performance within a glance. Features like window violation and webcam proctoring help detect cheating while the candidate takes the test. Financial relationship manager assessment test can be taken by candidates from anywhere in the comfort of their time zone.

Pre-employment financial relationship manager test may contain MCQs (Multiple Choice Questions), MAQs (Multiple Answer Questions), Fill in the Blanks, Whiteboard Questions, Audio/Video Questions, LogicBox (AI-based essay evaluation), Job-based Simulations, True or False Questions, etc.