Relationship Manager Skills Assessment

Relationship Manager Skills Assessment

Assessment Details
Assessment Summary
Relationship Managers are responsible for maintaining connections with clients and partners. While managing existing relationships to ensure products and services continue to meet expectations, Relationship Managers will also seek opportunities to further drive sales within their account portfolio. They must be highly skilled within communication management and demonstrate ability to work cross-functionally with other departments in the business to improve organisational procedures and customer satisfaction. This assessment contains 9 questions that test the candidate’s ability to manage relationships in an organised way and adapt to maintain successful outcomes.
Skills tested in this assessment
The skills tested in this assessment for a Relationship Manager include their ability to manage communications – strategy, negotiations, contracts, problem solving and ability to build and maintain rapport with clients/partners at all times. The questions should showcase their ability to prioritise and manage expectations in an organised way, and how they maintain rapport and manage stakeholders.
What to test with this assessment
You can expect to learn whether the candidate can be counted on to sustain and further nurture relationships for the business utilising strategic and organised methods, how well they identify potential sales opportunities and how they measure, monitor, and analyse customer satisfaction. You’ll get a sense of their engagement style and personality in the video questions, along with their ability to negotiate ideal business outcomes. You’ll also see how they adapt in meeting client expectations.

About the Relationship Manager Skills Assessment

Want to hire the best Relationship Manager to help your business? Use our expert Relationship Manager skills test to hire the best person and never make another bad hire.

A Relationship Manager works primarily to ensure the professional relationships and connections between the business and their clients, prospects and partners are maintained and developed over time. By maintaining these relationships, they work to retain customers and seek opportunities for growth. 

This Relationship Manager test assesses whether job candidates can successfully meet and exceed client and customer expectations and increase sales opportunities. This can include having strong communication and organization skills, and being able to adapt to different situations.

Candidates who perform well on this Relationship Manager skills assessment will have all the technical skills to communicate with all internal and external stakeholders in a professional manner. They will also have the required soft skills to pay close attention to detail in all that they do, and remain organized at all times.



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Question Type: Audio

In a 2 minute audio recording, describe your rapport-building strategy for a new client.
Question Type



Question Type: Video

As you prepare onboarding of a new client, you discover a new member of the sales team over promised on what we can deliver. How do you handle the situation?
Question Type



Question Type: Text

How do you prioritize which clients to contact with?

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