Prioritise service requests and acquisition work in a mock day

A Relationship Manager may balance service and commercial work. A mock-day exercise can show how you reason, but it should not invent the employer’s targets, working hours or service deadlines.

Independent preparation guide

AI-assisted editorial guidance with fictional exercises. Not an official bank or NIIT programme, product advice, eligibility decision or hiring guarantee. Check the live listing and authorised written terms; availability and requirements can change.

List obligations before activities

Write the requests already received, updates already promised and any explicitly urgent issues. Identify which actions depend on another authorised team. Do not decide urgency only by the potential value of a sale; a service issue may require immediate escalation.

Use a priority rule you can explain

Group tasks by confirmed urgency, customer impact and dependency. Reserve time for permitted acquisition activity after identifying existing commitments. When priorities conflict, explain what you would ask the manager to clarify rather than quietly dropping a promise.

Review unfinished work

At the end of the fictional day, record what changed and who owns the next step. Avoid reporting an attempted call as a resolved issue. A short factual update is more useful than an inflated activity count.

Your practice checklist

Identify existing commitments.
Explain priority decisions.
Carry forward named next actions.

Fictional practice example

A fictional schedule contains an unresolved service issue, a promised update and a planned outreach block. The candidate escalates the issue, confirms the update owner and adjusts outreach with the manager’s guidance.