Choose easy, medium, or tricky questions from our skill libraries to assess candidates of different experience levels.
Choose easy, medium, or tricky questions from our skill libraries to assess candidates of different experience levels.
Choose easy, medium, or tricky questions from our skill libraries to assess candidates of different experience levels.
Choose easy, medium, or tricky questions from our skill libraries to assess candidates of different experience levels.

Wondering what other skills we have?
Checkout world’s largest Skills Assessment Library.
This a comprehensive PDF report, which you can instantly download and share with your hiring team or candidates for seamless collaboration.
Download Sample Report


The Financial Relationship Manager Test helps recruiters and hiring managers evaluate a candidate's expertise in handling client financial relationships and portfolio advisory. It enables organizations to streamline hiring for banking, wealth, and financial services roles by validating skills in risk management, customer engagement, product knowledge, and advisory workflows.





%20(1).webp)
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.
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 financial relationship manager skills test helps you to screen the candidates who possess the following traits:
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.

.webp)
.webp)
.webp)
.webp)