Preview Questions Relationship Manager | Role Specific Skill

Question 1: When responding to a client's sensitive financial issue, the most important approach is to:

Which action should you take?

Choose only one option

Immediately refer the client to another department for resolution

Handle the matter with empathy, confidentiality, and professional discretion

Provide a generic response without addressing specific concerns

Deny any responsibility and emphasize company policy

Question 2: How can a Relationship Manager effectively use CRM software to enhance customer service?

Which action should you take?

Choose only one option

By limiting CRM usage to sales-related functions

By storing client data without actively utilizing it for service improvement

By tracking customer interactions and personalizing future communication

By focusing only on new clients rather than existing ones

Question 3: What strategies do you use to stay updated with customer preferences and adapt your service accordingly in a constantly changing market?

Which action should you take?

Choose only one option

Ignore changing preferences and continue with the same approach

Use CRM tools, customer surveys, and regular follow-up conversations

Only rely on quarterly performance reviews

Ask customers for feedback only when issues arise

Question 4: What is the primary objective of modern portfolio theory (MPT) in portfolio management for a client?

Which action should you take?

Choose only one option

Maximizing returns without considering client risk tolerance

Achieving the highest level of diversification possible

Maximizing returns for a given level of risk

Minimizing risk without regard to returns

Question 5: What is the primary objective of asset allocation in portfolio management?

Which action should you take?

Choose only one option

Achieve optimal risk-return trade-off based on client goals

Focus on maximizing returns regardless of risk

Maximize short-term gains

Minimize asset turnover

Question 6: In managing a client's portfolio, how would you evaluate the trade-off between risk and return in different asset classes?

Which action should you take?

Choose only one option

By assessing each asset's volatility and expected return

By ignoring volatility in favor of maximizing returns

By concentrating on high-risk assets for short-term gains

By focusing solely on the return of each asset