Relationship Manager, SME practice interview
Prospecting, needs discovery, objection handling and portfolio growth. Practise the 5 questions interviewers ask for this role with follow-ups. Paid plans add scored feedback on every answer.
Free with an Intaviu account: 320 credits a month, at 10 credits a minute of practice. Private: interview creators never see them.
- Mid level
- 20 minutes
- 5 questions
- Scored feedback on paid plans
About the role
A relationship manager for small and medium businesses grows a portfolio of business customers for a bank or lender. You find new clients, learn how their businesses make money, match them to accounts, loans and payment products, and keep the relationship strong. The panel is deciding whether you can bring in business, assess risk sensibly and handle objections with confidence.
How to prepare
- Study the bank's SME products and be ready to match them to a typical trader, manufacturer or service business.
- Prepare a story about winning a client, with how you found them, what they needed and what you closed.
- Practise handling a common objection, such as a customer who is happy with their current bank.
- Revise how to read basic financial statements and spot cash flow problems.
- Have your past targets and results ready in clear figures you can explain.
Common mistakes
- Talking about relationships without showing actual revenue or deposits brought in.
- Pushing a product before understanding the client's business.
- Ignoring credit risk in the rush to grow the book.
What to expect
A real first-round interview
5 questions the way interviewers ask for this role, with follow-ups when an answer needs more.
Spoken, like the real thing
Speak your answers in your browser or the free desktop app, with live captions. You can ask the interviewer to repeat anything.
Scored on 5 areas
The things this interview weighs most. With a paid plan, your report shows how you did on each one.
A private report
On Plus, Pro and Premium: every answer scored, your strongest lines quoted and what to say differently next time. Interview creators never see it.
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