Summary
Overview
Work history
Education
Skills
Certification
References
Timeline
Generic

ELLA LISA KAVITA

Windhoek

Summary

Dynamic financial services professional with expertise in client relationship management, business development, and marketing collaboration. Proven track record in building strategic partnerships and strong ability to foster relationships and enhance business opportunities through effective communication and collaboration.

Overview

17
17
years of professional experience
1
1
Certification

Work history

Client Coverage Manager

Standard Bank Namibia
Windhoek, Namibia
04.2026 - Current
  • Developed client strategy and plans that enhanced engagement and identified opportunities.
  • Develop client strategy and plans to improve engagement and opportunity spotting.
  • Cultivated client relationships and identified critical opportunities among internal stakeholders.
  • Share strategic thought leadership on client and sector opportunities.
  • Partner with deal captain to define pitch approach for winning business.
  • Anchor pitches in client relationship context and value proposition.
  • Coordinate cross-functional collaboration to leverage bank-wide solution sets.
  • Led client service team ideation and planning through research analysis.
  • Utilise research analysis to lead client service team ideation and planning.
  • Attended conferences and workshops to represent and enhance CIB profiles.

Relationship Manager - Financial Institutions

Rand Merchant Bank Namibia
Windhoek
08.2023 - 03.2026
  • Develop and nurture long-term strategic partnerships with financial institutions and Real Estate Investment Banking (REIB) clients, aligning solutions with their organizations vision and growth strategies.
  • Build in-depth understanding of client business models, operations and day-to-day financial activities to deliver tailored banking solutions.
  • Drove sales portfolio growth to achieve targets and exceed Net Income Return (NII) objectives.
  • Managed portfolio to optimize asset and liability growth.
  • Conduct credit assessments for portfolio management and prepare credit proposals for submission to credit committee.
  • Cultivated strong relationships with clients to enhance collaboration and support mutual growth.
  • Collaborate with marketing team to design and coordinate high-impact client events, strengthening brand visibility and client engagement.
  • Maintain expert knowledge on relevant legislative amendments, industry best practices and provide proactive advice and solutions to relevant stakeholders.
  • Resolve escalated transaction banking issues to maintain customer satisfaction.
  • Manage expenditure to ensure costs are within budget.

Financial Analyst - Capital Markets

Namibia Financial Institutions Supervisory Authority (NAMFISA)
Windhoek
06.2021 - 07.2023
  • Conducted inspections (on-site and off-site), analysed financial statements and statutory returns, and compiled comprehensive inspection reports to ensure regulatory adherence.
  • Verified compliance of business operations with legislation, enhancing operational integrity.
  • Review statutory documents (i.e. Trust Deeds, Supplement deeds, Management Agreements, Subscription Agreements, Investment Plans) and recommend for approval.
  • Developed and Established Risk Based Supervision Methodologies and Framework.
  • Facilitated stakeholder engagement and composed public notices, industry circulars, and directives to communicate essential information effectively.
  • Supported evaluation of legislative amendments.

Private Equity Administrator

Government Institutions Pension Fund (GIPF)
Windhoek
06.2016 - 06.2021
  • Executed reconciliations of unlisted investment transactions and analysed quarterly statements for multiple private equity funds to ensure accuracy and compliance.
  • Monitored investment portfolio for adherence to limited partnership Agreements, subscription agreements, investment plans, management agreements, trust deeds, and other contracts.
  • Prepared compliance reports for unlisted investments unit to confirm regulatory adherence and mitigate risk.
  • Developed and delivered analysis to support internal credit committee evaluations, enhancing decision-making processes.
  • Contributed to the seamless completion of the 2019/2020 GIPF audit.

Client Operations Analyst

Ninety One Asset Management formerly Investec Asset Management
Windhoek
05.2012 - 05.2016

Portfolio Administrator

Old Mutual Investment Group Namibia (OMIGNAM)
Windhoek
08.2009 - 04.2012

Education

Postgraduate Diploma - Legal Principles Compliance

University of Johannesburg
Johannesburg, South Africa

Postgraduate Certificate - Money Laundering Control

University of Johannesburg
Johannesburg, South Africa

Postgraduate Certificate - Compliance Management

University of Johannesburg
Johannesburg, South Africa

Postgraduate Certificate - Board Governance

University of Johannesburg
Johannesburg, South Africa

Bachelor of Technology - Accounting and Finance

Namibia University of Science and Technology
Windhoek, Namibia

Skills

  • Client Relationship Management
  • Sales Strategy Development
  • Customer Engagement
  • Financial Analysis
  • Budget Management
  • Risk management
  • Research and Report Writing
  • Executive-Level Communication

Certification

  • Senior Leadership and Management Development, Graduate School of Business (GSB) University of Cape Town
  • Financial Planning & Wealth Management (FPWMP), Corporate Finance Institute
  • Foundation Programme In Private Equity, Southern Africa Venture Capital and Private Equity Association (SAVCA) and the Gordon Institute of Business Science (GIBS) University of Pretoria
  • Global Certificate Program for Regulators of Securities Markets - Phase I 6th, IOSCO/PIFS-HLS

References

  • Mr. Reginald Obaking, Sector Lead: +264 81 277 9882, RMB Namibia
  • Mr. Daniel Motinga, CEO, +264 81 279 9298, RMB Namibia
  • Mr. Immanuel Kadhila, General Manager: Investments, +264 81 278 1263, GIPF

Timeline

Client Coverage Manager

Standard Bank Namibia
04.2026 - Current

Relationship Manager - Financial Institutions

Rand Merchant Bank Namibia
08.2023 - 03.2026

Financial Analyst - Capital Markets

Namibia Financial Institutions Supervisory Authority (NAMFISA)
06.2021 - 07.2023

Private Equity Administrator

Government Institutions Pension Fund (GIPF)
06.2016 - 06.2021

Client Operations Analyst

Ninety One Asset Management formerly Investec Asset Management
05.2012 - 05.2016

Portfolio Administrator

Old Mutual Investment Group Namibia (OMIGNAM)
08.2009 - 04.2012

Postgraduate Certificate - Money Laundering Control

University of Johannesburg

Postgraduate Certificate - Compliance Management

University of Johannesburg

Postgraduate Certificate - Board Governance

University of Johannesburg

Bachelor of Technology - Accounting and Finance

Namibia University of Science and Technology

Postgraduate Diploma - Legal Principles Compliance

University of Johannesburg
ELLA LISA KAVITA