Roshan Mato
Kent
Summary
Driven professional with a proven record of networking, relationship building, and managing large volumes of money. I possess strong analytical skills combined with excellent communication abilities that have been illustrated through working within a team and managing trainees. Ready to progress my career in a new sales environment.
Overview
3
3
years of professional experience
Work history
Senior Portfolio manager
Affinity Exchange
Victoria, London
2025.02 - Current
- Travelled across Europe to conduct face-to-face meetings, as well as attend trade shows to gain new business.
- Managed a team of trainees, including training them up, qualifying leads and ensuring day-to-day tasks ran smoothly
- Negotiated terms with brokers, securing favourable investment conditions.
- Used financial modelling to enhance investment decision making through the use of forward contracts.
- Excelled quickly in a fast pace, competitive sales environment.
- Built and carefully managed profitable client bases.
Attendance coordinator
Shooters Hill Sixth Form College
Woolwich, Greenwich
2024.09 - 2025.02
- Addressed concerns or resistance professionally, employing active listening and problem-solving to foster understanding.
- Maintained accurate attendance records for over 1000 students, ensuring compliance with organizational standards and timelines.
- Effectively alleviated parental concerns through empathetic listening and clear communication, building trust and rapport.
- Delivered exceptional customer service by proactively listening to concerns and answering questions.
Football coach
Elite
Maidstone, Kent
2023.02 - 2024.10
- Establish and nurture relationships with new clients and students, understand their needs, and develop tailored proposals to meet those needs
- Managed over 30 students per session
- Coached young individuals to refine specific techniques and enhance confidence.
- Established positive team culture by building inclusive and supportive environment.
- Provided mentorship to players, fostering a positive and supportive environment that encouraged growth.
Sales assistant
Clarks
Greenhithe, Kent
2023.01 - 2023.11
- Resolved customer complaints and process issues with proactive problem-solving skills
- Consistently exceeded sales targets on a weekly and monthly basis.
- Collaborated with a team to execute sales strategies, contributing to overall departmental success.
- Showcased excellent customer service.
- Listened to customer needs and preferences to provide targeted advice, increasing sales opportunities.
Education
A-Levels - Finance
Wilmington Academy
Wilmington, Kent 2022.09 -
A-Levels - Business management
Wilmington Academy
Wilmington, Kent 2001.04 -
A-Levels - Engineering
Wilmington Academy
Wilmington, Kent 2001.04 - 2024.09
Skills
- Solid understanding with SalesForce and Excel
- Analytical and organised
- Quick learner
- Relationship building
- Networking
- Client retention
Affiliations
- Football
- Golf
- Boxing
- Social events
Timeline
Senior Portfolio manager
Affinity Exchange
2025.02 - Current
Attendance coordinator
Shooters Hill Sixth Form College
2024.09 - 2025.02
Football coach
Elite
2023.02 - 2024.10
Sales assistant
Clarks
2023.01 - 2023.11
A-Levels - Finance
Wilmington Academy
2022.09 -
A-Levels - Business management
Wilmington Academy
2001.04 -
A-Levels - Engineering
Wilmington Academy
2001.04 - 2024.09