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dossier de visite

English translation: client file, visit file

GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW)
French term or phrase:dossier de visite
English translation:client file, visit file
Entered by: Stephanie Mitchel

22:20 Dec 2, 2017
French to English translations [PRO]
Bus/Financial - Finance (general) / bank job descriptions
French term or phrase: dossier de visite
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...
Stephanie Mitchel
United States
Local time: 19:23
client files
Explanation:
I think it could be "client files."
Selected response from:

Daniel Liberman
United States
Local time: 19:23
Grading comment
4 KudoZ points were awarded for this answer



Summary of answers provided
4 +2visit file
philgoddard
3 +1visit report
Daniel Frisano
3developing client briefs
Francis Marche
3client files
Daniel Liberman
3visit feedback
MAHESH K
4 -2Producing inspection records
Azhar Zafar


  

Answers


7 mins   confidence: Answerer confidence 3/5Answerer confidence 3/5 peer agreement (net): +1
visit report


Explanation:
Reports from sales personnel after visiting prospective clients.

Daniel Frisano
Italy
Local time: 01:23
Works in field
Native speaker of: Native in ItalianItalian
PRO pts in category: 4

Peer comments on this answer (and responses from the answerer)
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
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23 mins   confidence: Answerer confidence 3/5Answerer confidence 3/5
developing client briefs


Explanation:
"préparer" is generally "develop" in this kind of environment.

Francis Marche
France
Local time: 01:23
Works in field
Native speaker of: Native in FrenchFrench, Native in EnglishEnglish
PRO pts in category: 48
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34 mins   confidence: Answerer confidence 4/5Answerer confidence 4/5 peer agreement (net): +2
visit file


Explanation:
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.

philgoddard
United States
Specializes in field
Native speaker of: English
PRO pts in category: 253
Notes to answerer
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 comments on this answer (and responses from the answerer)
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
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3 hrs   confidence: Answerer confidence 3/5Answerer confidence 3/5
client files


Explanation:
I think it could be "client files."

Daniel Liberman
United States
Local time: 19:23
Specializes in field
Native speaker of: Native in PortuguesePortuguese, Native in EnglishEnglish
PRO pts in category: 4
Notes to answerer
Asker: Thanks Daniel - this is what the client wanted in the end.

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4 hrs   confidence: Answerer confidence 4/5Answerer confidence 4/5 peer agreement (net): -2
Producing inspection records


Explanation:
Needs consultation with the client in order to have an explanation ..

Azhar Zafar
Canada
Local time: 19:23
Specializes in field
Native speaker of: Native in UrduUrdu, Native in PunjabiPunjabi

Peer comments on this answer (and responses from the answerer)
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?
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8 days   confidence: Answerer confidence 3/5Answerer confidence 3/5
visit feedback


Explanation:
suggestion

MAHESH K
India
Local time: 04:53
Specializes in field
Native speaker of: Native in TamilTamil
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