Mulanga M Makhale

• Formulating requirements and driving delivery for Integrated channels, working closely with stakeholders, design teams, and clients.
• Work with business stakeholders to define metrics/performance goals and acceptance criteria for solution and ensure the implementation of the requirements.
• Development of UAT test cases and acceptance criteria.
• Monitoring channel performance metrics, identifying areas for improvement and recommending enhancements.
• Create detailed documentation, including business cases, process maps, requirement specifications, and user manuals.
• Initiate meetings with key stakeholders to track progress, manage expectations and ensure stakeholders' requirements are delivered
• Creating dashboards for Projects tracking
• Provide input into compiling or write channel manuals and channel guides

Trade & Working Capital – Product and Sales

• Built strong exposure to product lifecycle management, innovation in trade finance, and emerging technologies within transactional banking
• Supported product owners in managing funded trade finance solutions such as trade loans, receivables and supply chain finance
• Reviewed and provided input on facility letters, ensuring alignment with product terms, structuring standards, and credit requirements.
• Delivered presentations to internal teams across Rest of Africa, introducing trade finance products and explaining their application in working capital optimization
• Participated in a proof of concept to test the integration of a digital supply chain finance platform, including transaction flow simulations and cross-party compliance reviews.
• Conducted a detailed assessment of platform rulebooks to ensure alignment with internal policies, legal frameworks, and regulatory standards

Digital Platforms – Integrated Channels

• Understand business processes and identify how APIs can support or improve them
• Work with developers to define API contracts — the technical blueprint of how systems will interact.
• Act as a bridge between business teams, developers, and external vendors or clients.

• Develop working knowledge of CRM (Salesforce) to effectively track sales leads and activities.
• Resolve issues and problems as they occur by investigating and recommending solutions.
• To actively participate and process the day-to-day Sales Office transactions as a member of a team together with other team members, in an appropriate and effective manner, to the procedures and deadline of the Company.
• Monitor sales and orders performance through tracking tools to ensure order intake and sales forecast accuracy.

• Drives sales efficiencies by reducing the administration burden on Account Management.
• Develop clients' relationships to address administrative issues, working closely with internal stakeholders to resolve.
• Act as first line support for Account Managers on order process and system queries.

• Maintained up-to-date knowledge of relevant laws, regulations, and industry standards.
• Utilized analytical tools such as Excel, Bloomberg Terminal, or Morningstar Direct for data analysis purposes.
• Reconciliation of cash and Trade Positions with Prime brokers
• Creating of Net Asset Value, Daily PnL and Month to Date PnL

• Three weeks spent working within the investment banking unit.
• Provided direct input with research for client presentations.
• Gained understanding into how investment banking is incorporated into wider banking.