Glossary entry (derived from question below)
French term or phrase:
dossier de visite
English translation:
client file, visit file
Added to glossary by
Stephanie Mitchel
Dec 2, 2017 22:20
6 yrs ago
1 viewer *
French term
dossier de visite
French to English
Bus/Financial
Finance (general)
bank job descriptions
Not a lot of immediate context for this phrase as it's used, in a list of duties in a job description for head of business client research at a major bank. I'll share it just as it is, wedged in among other duties (asterisks mine).
Gérer les cahiers de conditions
Gérer les produits télématiques et de cash management
Préparer les *dossiers de visite*
Fiabiliser et analyser avec l’équipe commerciale les études de rentabilité clients
Monter les dossiers LBO et suivre les covenants
Assurer les relations téléphoniques avec la clientèle
Accomplir des missions transversales ponctuelles
Thanks for taking your time on a Saturday...
Gérer les cahiers de conditions
Gérer les produits télématiques et de cash management
Préparer les *dossiers de visite*
Fiabiliser et analyser avec l’équipe commerciale les études de rentabilité clients
Monter les dossiers LBO et suivre les covenants
Assurer les relations téléphoniques avec la clientèle
Accomplir des missions transversales ponctuelles
Thanks for taking your time on a Saturday...
Proposed translations
(English)
Proposed translations
3 hrs
Selected
client files
I think it could be "client files."
Note from asker:
Thanks Daniel - this is what the client wanted in the end. |
4 KudoZ points awarded for this answer.
+1
7 mins
visit report
Reports from sales personnel after visiting prospective clients.
Peer comment(s):
neutral |
Daryo
: you "prepare" something in advance here before the visit to the client // would you prepare a "visit report" BEFORE the visit???
1 day 2 hrs
|
agree |
Neeraj Jain
7 days
|
23 mins
developing client briefs
"préparer" is generally "develop" in this kind of environment.
+2
34 mins
visit file
I'd just keep it literal rather than trying to guess what it contains or come up with a fancy name. We don't know that it's a report - it might be produced before the visit.
Note from asker:
Thanks philgoddard. My client opted for 'client files,' but yours is certainly the closest match, so I will enter it in the glossary along with the term I used. |
Peer comment(s):
agree |
AllegroTrans
: Unless we know exactly who is being visited (or coming to visit for that matter) and the purpose, I agree with your approach
2 hrs
|
agree |
Daryo
: yes, that's the idea a file that will be used during the visit (containing information about the prospect, presentations, draft contracts etc ....) // there might be some other "trade term" for that kind of file, but it's certainly not wrong.
1 day 2 hrs
|
-2
4 hrs
Producing inspection records
Needs consultation with the client in order to have an explanation ..
Peer comment(s):
disagree |
mchd
: aucune notion de contrôle dans ce contexte
4 hrs
|
disagree |
AllegroTrans
: I fail to see how you can assume there is any inspection involved
17 hrs
|
I just tried to be of some help here. What do you suggest as a possible translation, Allegrotrans?
|
8 days
visit feedback
suggestion
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