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Financial Relationship Manager Test
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Financial Relationship Manager Test

A hand holds a dollar coin in front of a bar graph

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 managers are responsible for identifying, sourcing, analyzing, and monitoring various project funding proposals. This would involve assessing funding requirements through cash flow budgeting, finalizing the tenure & repayment schedule of the proposed credit facility, analyzing the financial statements of a potential borrower, ensuring compliance with regulatory guidelines and requirements, and stipulating conditions for future monitoring.


The financial relationship manager test helps recruiters & hiring managers to assess the client relationship management skills of a candidate for the finance industry. The relationship manager finance test is designed by experienced subject matter experts (SMEs) to evaluate and hire relationship manager finance per industry standards.


Why use iMocha’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, making unbiased employee performance appraisal decisions, and reducing hassle in mass recruitment. Reduce candidate filtration time by up to 85% with our relationship manager finance test.

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How it works

Test Summary

The financial relationship manager skills test helps you to screen the candidates who possess the following traits:


  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

iMocha’s powerful reporting & intelligent analytics will help you overview a candidate’s performance within a glance. Features like window violation and webcam proctoring help detect cheating while the candidate takes the test. Candidates can take the financial relationship manager assessment test from anywhere in the comfort of their time zone.

The 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, AI-LogicBox (AI-based essay evaluation), Job-based Simulations, True or False Questions, etc. 

Useful for hiring
  • Financial Relationship Manager
  • Relationship Manager Finance
  • Financial Client Service Manager
  • Relationship Banker
Test Duration
No. of Questions
Level of Expertise
Topics Covered

Customer focus

Customer / portfolio management


Financial management





Sample Question
Choose from our 100,000+ questions library or add your own questions to make powerful custom tests.
Question type
Multiple Option
Topics covered


A small winter tire import and wholesale trade company is one of the clients in your portfolio. It has requested short-term financing. What could be the reason for their request?


  • Shorter cash conversion cycle compared to their peers in the industry
  • The seasonality factor, which affects the operating cash flows
  • A decrease in the interest rate of their investments resulting in smaller returns
  • The opening of a new showroom
A helicopter view of the employee's progress
Test Report
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