Dec 19, 2007 11:58
16 yrs ago
4 viewers *
English term
quick, reliable and experienced
Native in: Spanish 
Works in: Spanish to English, English to Spanish
wallet sizing
English to Spanish
Bus/Financial
Finance (general)
Main topics:
• Relationship planning: preparation, monitoring, and execution
• Consultative Sales for relationship/product managers
• Analyzing relationship profitability and risk adjusted returns
• Creating and delivering world–class relationship reviews
• Sizing client potential (“wallet sizing”)
• Understanding wallet behavior
• Building wallet share
• Becoming a Trusted Advisor to the client; the behaviors of top performers
• Customer surveys—what do they tell us?
• Building relationship and deal teams with product and risk partners
• Relationship planning: preparation, monitoring, and execution
• Consultative Sales for relationship/product managers
• Analyzing relationship profitability and risk adjusted returns
• Creating and delivering world–class relationship reviews
• Sizing client potential (“wallet sizing”)
• Understanding wallet behavior
• Building wallet share
• Becoming a Trusted Advisor to the client; the behaviors of top performers
• Customer surveys—what do they tell us?
• Building relationship and deal teams with product and risk partners
Proposed translations
+2
28 mins
Noelia Fernández Vega
Italy
Italy
Native in English
&
Spanish
Italy
Industrial and Engineering Sector
Native in: Spanish , English
Works in: English to Italian, English to Spanish, Italian to Spanish, and 3 more.
Related KudoZ points
:
16
Selected
valor de cartera o portafolio
un saludo
4 KudoZ points awarded for this answer.
+3
30 mins
evaluar el potencial (financiero) del cliente/evaluar la potencialidad (financiera) del cliente
Literalmente "Evaluar el tamaño de la billetera del cliente"
Wallet sizing is the exercise of estimating, via client interviews and market data, how much is the total amount of financial services to be acquired by a client.
After establishing the wallet potential the client service team estimates how much of this wallet could be won and which strategy need to be set to achieve it.
After agreeing on the client strategy joint targets are set by the relationship manager and the product teams that will be the basis of their performance review
Client results are tracked via a MIS system that recognizes 100% of the revenues for the relationship manager despite of the product or country where it is booked.
Capital & Credit decisions are made taking in consideration such wallet exercise among other metrics like Economic Profit, Rating outlook, Sector concentration etc...
Main benefit of such wallet exercise is to be the basis of a client led strategy that emphasiszes long term relationship gains instead of short term product returns.
Wallet sizing is the exercise of estimating, via client interviews and market data, how much is the total amount of financial services to be acquired by a client.
After establishing the wallet potential the client service team estimates how much of this wallet could be won and which strategy need to be set to achieve it.
After agreeing on the client strategy joint targets are set by the relationship manager and the product teams that will be the basis of their performance review
Client results are tracked via a MIS system that recognizes 100% of the revenues for the relationship manager despite of the product or country where it is booked.
Capital & Credit decisions are made taking in consideration such wallet exercise among other metrics like Economic Profit, Rating outlook, Sector concentration etc...
Main benefit of such wallet exercise is to be the basis of a client led strategy that emphasiszes long term relationship gains instead of short term product returns.
+1
31 mins
Johana Paineman
Native in Spanish
Works in field
Responsibility and Seriousness
Native in: Spanish
Works in: English to Spanish, Spanish to English
Related KudoZ points
:
16
Evaluación de cartera/portafolio
Ya que "Sizing client potential" estimo que se refiere a la evaluación de potenciales clientes.
Espero que mi aporte te sea útil!
Saludos!!
Espero que mi aporte te sea útil!
Saludos!!
1 day 8 hrs
determinar la capacidad de gasto
determinar la capacidad de gasto
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