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Hiring guide Finance & Banking

How to Hire a Relationship Manager

A level-by-level guide to hiring a Relationship Manager, junior to senior, and running each stage in SkillSauce, from sourcing to TESSA AI interviews. Each level covers hiring steps, a job description template, sourcing channels, outreach and email templates, a skills assessment plan and interview questions with answers.

  • Updated
  • 12 min read
  • Junior, Mid-Level, Senior
  • Time to hire: 10-40 days

Hiring Workflow, Step by Step

Every stage of this hire can run in SkillSauce on one board, from the first applicant to the offer. The level sections below add the detail for junior (0-3 years), mid-level (3-6 years) and senior (6+ years) hires.

  1. 1

    Open a Job Profile for the role

    Create a Job Profile for the role: one Kanban board, free on every plan, that holds every candidate, test and interview for this hire. Write the job description with the free Job Description Generator, or start from the template in your level below.

  2. 2

    Fill the candidate pool

    Publish the job on your Career Page and share the link on LinkedIn, X and job boards, so every applicant lands on the board. To reach people who have not applied, search Candidate Lookup by domain and seniority, then narrow by industry, company and location. You can also import LinkedIn profiles by URL, upload resumes in bulk or import a CSV.

  3. 3

    Shortlist the strongest resumes

    Move applicants into the Resume Shortlister: TESSA AI scores every resume against the Job Profile and shows its reasoning, so you can see why each candidate made the cut before you send a single test.

  4. 4

    Test the skills the role needs

    Send the shortlist a Non-IT assessment on Relationship Management, Customer Service and Sales Techniques, plus an Aptitude test for reasoning and numeracy. Build it from the Question Library of 320,000+ questions, or let TESSA AI generate it when this exact role is missing, and keep AI proctoring on for remote candidates.

  5. 5

    Interview with TESSA AI

    Invite the candidates who pass to a TESSA AI interview on the role itself, in any of 100+ languages. Add a Culture Fit round to see how they work with a team like yours, and a Behavioural round for senior hires, where judgment and ownership matter most.

  6. 6

    Meet the shortlist

    Schedule the panel or case interview on Zoom or Google Meet with Google Calendar invites, and keep candidates posted on WhatsApp or email.

  7. 7

    Decide together and make the offer

    Compare finalists on their Reports: scored results for each test and AI interview, plus the proctoring activity of proctored tests. Collect your hiring team’s feedback on each candidate, then make the offer with the email templates in your level below.

Company Fit: Startups, SMBs and Enterprises

Startups

Startups need Relationship Managers who can wear multiple hats, establish operational foundations in Relationship Management, and drive high organizational agility.

  • Rapid operational setup with lean Relationship Management workflows.
  • High adaptability and hands-on execution across fast-growing business lines.
  • Fast customer alignment and daily operational responsiveness.
  • Start free: the Starter plan includes 40 credits, about 10 AI interviews or assessments, with no time limit and no card needed.

SMBs

  • Structured workflows built with industry-standard Relationship Management conventions.
  • Lower operational overhead with streamlined reporting and compliance.
  • Seamless cross-departmental coordination.
  • One board per role: sourcing, resume shortlisting, assessments and TESSA AI interviews all run from a single Job Profile.

Enterprises

Enterprises rely on Relationship Managers for large-scale governance, risk management, and multi-site operational excellence.

  • Enterprise-grade governance handling high compliance and strict regulatory standards.
  • Multi-tier organizational scalability and risk management.
  • Evidence in one place: scored reports for every test and AI interview, with your hiring team’s feedback beside them.

Junior level

Junior Relationship Manager

Experience
0 - 3 Years
Average time to hire
10 - 18 Days

Core skills

  • Relationship Management
  • Customer Service
  • Sales Techniques
  • Communication
  • Reporting & Documentation
  • Process Adherence

How to Hire a Junior Relationship Manager

When hiring an entry-to-junior Relationship Manager (0–3 years), focus on foundational domain knowledge in Relationship Management, accuracy in execution, coachability, and operational discipline across Finance & Insurance.

  1. 1

    Define Core Operational Scope

    Specify primary duties around Relationship Management, workflow adherence, and reporting requirements.

  2. 2

    Targeted Industry Sourcing

    Source candidates through professional associations, industry job boards, and business networks. Beyond applicants, Candidate Lookup finds people by domain and seniority, narrowed by industry, company and location, and you can add them to the same pipeline.

  3. 3

    SkillSauce Domain & TESSA Screening

    Administer a 30-minute practical domain test and a 15-minute TESSA AI conversational interview. Build it in Non-IT Assessments from the Question Library and add an Aptitude test for reasoning and numeracy, with AI proctoring on. TESSA then runs the AI interview in any of 100+ languages.

  4. 4

    Scenario & Situational Interview

    Conduct a 45-minute live behavioral and practical situational interview with departmental leads. Schedule it on Zoom or Google Meet with a Google Calendar invite, and send the reminder on WhatsApp.

  5. 5

    Fast-Track Offer Rollout

    Present a competitive package with structured onboarding and career progression milestones.

Pro Tips

  • Evaluate practical understanding of core Relationship Management standards and daily workflows.
  • Assess attention to detail and accuracy in documentation and reporting.
  • Verify communication clarity and ability to handle customer/stakeholder interactions professionally.

Junior Relationship Manager Job Description Template

Production-ready job specification tailored for junior Relationship Manager roles.

Junior Relationship Manager Specification

Role Overview

We are looking for an organized and motivated Junior Relationship Manager to join our team. You will support core daily operations, execute tasks in Relationship Management, and contribute to departmental goals across Finance & Insurance.

First 90 Days Deliverables

  • Days 1–30: Complete onboarding training, understand standard operating procedures (SOPs), and handle foundational daily operational tasks.
  • Days 31–60: Execute key responsibilities in Relationship Management with minimal supervision and maintain high accuracy in data and reporting.
  • Days 61–90: Manage end-to-end task workflows independently, identify operational improvements, and participate in team reviews.

Must-Have Requirements

  • 0–3 years of relevant experience or academic background in Relationship Management or related domain.
  • Strong organizational skills, attention to detail, and operational discipline.
  • Proficiency with standard workplace software, reporting tools, and communication platforms.

Nice-to-Have Skills

  • Experience in Finance & Insurance or specialized certifications.
  • Familiarity with CRM, ERP, or industry-specific management systems.

Need a version for another role or tone? Draft one with the free Job Description Generator.

Top Sourcing Channels for Junior Relationship Manager

Direct channels and platforms to source junior Relationship Manager talent.

SkillSauce

Candidate Lookup

Find people who have not applied yet. Search by domain and seniority, narrow by industry, company and location, and add them to the role’s Job Profile with their available contact details.

SkillSauce

Career Page and LinkedIn Import

Publish the job on your Career Page and share the link on LinkedIn, X and job boards: every applicant lands in the role’s Job Profile. Import a LinkedIn profile by its URL when you spot someone.

Social network

X (Twitter) (opens in a new tab)

x.com

Post the role with the hashtags your field follows, and join the X Communities where people in the field share their work.

Recruitment Platform

Industry Professional Network (Finance & Insurance)

Dedicated industry portal connecting verified professionals.

Recruitment Platform

Indeed Industry Hiring Hub (opens in a new tab)

indeed.com

High-volume recruitment platform for operational and professional talent.

Professional Association

National Association Job Boards

Professional association career centers for specialized roles.

Recruitment Platform

LinkedIn Advanced Talent Search (opens in a new tab)

linkedin.com

Target entry and junior candidates with skills in Relationship Management.

Professional bodies

Professional Accounting and Finance Bodies

Accounting, audit and finance bodies run member job boards and events, and their registers confirm a candidate’s qualification.

Job boards

Job Boards

Post the job on Glassdoor, and on Naukri and foundit for hiring in India. Where a board allows it, use your Career Page link as the apply link, so applicants land in the same Job Profile.

Campus and referrals

Campus Placement Cells and Referrals

Partner with college placement cells and career services for graduates and interns, and ask your team who they studied or interned with.

Social Sourcing Sequences for Junior Relationship Manager

Customized outreach templates for social platforms and direct messages.

LinkedIn Post

Show template
We're hiring a Junior Relationship Manager! If you're organized, detail-oriented, and passionate about Relationship Management, we'd love to connect! Location: [City / Remote] Apply directly via SkillSauce: [SkillSauce Assessment Link] #Hiring #Careers #JobOpportunity #RelationshipManagement

Twitter / X Post

Show template
Looking for an ambitious Junior Relationship Manager to join our team! Take our practical skills assessment: [SkillSauce Assessment Link] #Hiring #CareerOpportunity

LinkedIn Direct Message

Show template
Hi [Candidate Name], I noticed your background in Relationship Management. We're hiring a Junior Relationship Manager at [Company Name] and think your profile would be a great fit! Take our direct skills screening here: [SkillSauce Assessment Link] Best, [Recruiter Name]

Candidate Email Sequences for Junior Relationship Manager

High-converting candidate recruitment sequences.

Cold Sourcing Email

Subject: Junior Relationship Manager opportunity at [Company Name]

Show template
Hi [Candidate Name], I came across your background in Relationship Management and wanted to reach out. We are expanding our team at [Company Name] and looking for a Junior Relationship Manager. Let's connect for an intro chat: [Booking Link] Best regards, [Your Name]

Interview Invite

Subject: Interview Invitation: Junior Relationship Manager at [Company Name]

Show template
Hi [Candidate Name], Thank you for completing our initial assessment! We would love to invite you to an interview with our hiring team. Please select a convenient time: [Scheduling Link] Best, [Your Name]

Formal Offer Letter

Subject: Offer of Employment: Junior Relationship Manager - [Company Name]

Show template
Hi [Candidate Name], We were very impressed by your domain knowledge and professionalism. We are delighted to offer you the position of Junior Relationship Manager at [Company Name]! Welcome to the team! Warmly, [Hiring Manager Name]

Junior Relationship Manager Assessment Blueprint

Automated domain evaluation and conversational screening.

30 Minutes

SkillSauce Relationship Management Domain Assessment

Candidates complete practical situational tasks and data accuracy evaluations.

Focus areas

  • Domain Fundamentals
  • Process Compliance
  • Data Accuracy
  • Scenario Handling
15 Minutes

TESSA AI Behavioral & Communication Screen

Automated conversational screen evaluating situational judgment and professional communication. TESSA AI runs it as a Behavioural round and returns a scored report for the hiring team.

Focus areas

  • Customer/Client communication
  • Conflict resolution
  • Work ethic

Why This Assessment Mix

Verifies core foundational competency in Relationship Management and operational discipline.

You can run tests like these in SkillSauce: build an role-based assessment from the test library and turn on AI proctoring for remote candidates.

Junior Relationship Manager Behavioral Rubric

Behavioral questions assessing problem solving and work ethic.

How do you prioritize competing tasks when multiple deadlines occur simultaneously in Relationship Management?

Why it matters
Evaluates time management and prioritization under pressure.
What to listen for
Green flags: Uses structured task lists, clarifies urgency with supervisors, and communicates transparently.

Describe a situation where you had to handle an unhappy client or difficult colleague.

Why it matters
Evaluates emotional intelligence and professional de-escalation.
What to listen for
Green flags: Listens actively, shows empathy, focuses on problem resolution, and follows SOPs.

How do you ensure data accuracy and avoid errors in your daily reporting?

Why it matters
Evaluates quality control and attention to detail.
What to listen for
Green flags: Double-checks work against reference sources, uses validation checklists, and maintains systematic records.

TESSA, the SkillSauce AI interviewer, can run a structured first-round interview built around questions like these. See how TESSA AI interviews work.

Verified Domain Questions (Junior Tier)

5 verified Easy domain evaluation questions extracted directly from the SkillSauce question bank.

Q1

You receive repeated complaints from a key client about delayed responses from your support team. What is the best initial step in managing this relationship issue?

Easy
  • aSchedule a meeting with the client to understand their concerns in detailCorrect
  • bImmediately offer large discounts to appease the client
  • cIgnore the complaints until more evidence is gathered
  • dBlame the support team for poor performance in client meetings

Explanation: Scheduling a meeting to listen and understand the client's concerns is the best first step. It shows proactive engagement and helps to identify root causes. Ignoring complaints or blaming staff worsens the relationship. Offering discounts without understanding the issue is premature.

Why it matters: Evaluates practical domain proficiency in Relationship Management for Relationship Manager at the junior experience tier.

Q2

A new client relationship management tool has been introduced at your company. What practical step should you take to ensure smooth adoption?

Easy
  • aIgnore the new tool and continue using old methods until forced to switch
  • bDelegate the use of the tool only to senior team members
  • cStart using the tool with no training to learn on the job
  • dRequest a brief training session and review the tool's user guide before using itCorrect

Explanation: Requesting training and reviewing documentation helps you efficiently adopt the tool and avoid common mistakes. Learning on the job without preparation can cause errors. Ignoring the tool or limiting use to senior staff reduces overall effectiveness.

Why it matters: Evaluates practical domain proficiency in Relationship Management for Relationship Manager at the junior experience tier.

Q3

When maintaining records for multiple client relationships, which practice best helps in avoiding confusion and lost information?

Easy
  • aStore all client data only in emails exchanged with them
  • bUse a shared spreadsheet that is updated by all team members regularlyCorrect
  • cKeep client notes in personal notebooks or local files
  • dUpdate client details only when reminded by the client

Explanation: Using a shared and regularly updated spreadsheet ensures that team members have consistent, centralized access to client information. Personal notebooks and email chains are inefficient and risk losing key details. Updating data only on client reminders leads to outdated information.

Why it matters: Evaluates practical domain proficiency in Relationship Management for Relationship Manager at the junior experience tier.

Q4

You are managing a client relationship and notice that communication has slowed, risking project delays. Which practical first step should you take to improve the relationship?

Easy
  • aSend a detailed project report without requesting feedback
  • bWait for the client to reach out to avoid appearing intrusive
  • cChange the project manager without informing the client
  • dSchedule a brief video call to discuss current concerns and next stepsCorrect

Explanation: Scheduling a brief video call to discuss concerns and next steps is the best practical approach to reestablish clear communication and manage expectations. Sending reports without feedback requests (option a) may not address the issue. Waiting for the client (option c) can worsen delays. Changing project leadership without notice (option d) harms trust.

Why it matters: Evaluates practical domain proficiency in Relationship Management for Relationship Manager at the junior experience tier.

Q5

During relationship management, you receive conflicting feedback from two key stakeholders. What is the most effective practical method to resolve this?

Easy
  • aIgnore both and continue with the original plan
  • bSchedule a joint meeting to clarify goals and align expectationsCorrect
  • cDocument the conflict and escalate to upper management immediately
  • dImplement the feedback from the more senior stakeholder only

Explanation: Scheduling a joint meeting to clarify goals ensures all parties align expectations, which is a practical and proactive approach. Implementing feedback from only the senior stakeholder (option a) risks partial solutions. Ignoring feedback (option c) damages trust. Escalating immediately (option d) may be premature without attempting resolution first.

Why it matters: Evaluates practical domain proficiency in Relationship Management for Relationship Manager at the junior experience tier.

Need more questions for this role? Browse sample questions by skill in the SkillSauce Question Library.

Constructive Rejection Email Templates

Brand-protective rejection email templates.

Post-Assessment Rejection

Subject: Update on your application at [Company Name]

Show template
Hi [Candidate Name], Thank you for taking the time to complete our assessment. At this time, we have chosen to move forward with candidates whose experience more closely matches our immediate requirements. Best regards, [Company Name] Team

Post-Interview Rejection

Subject: Interview Feedback: Relationship Manager at [Company Name]

Show template
Hi [Candidate Name], Thank you for meeting with our team. We appreciated learning about your background. At this stage, we have decided to extend an offer to another applicant. Warm regards, [Hiring Manager Name]

Put This Guide to Work

SkillSauce tools that cover the steps above when you hire a Relationship Manager.

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