Dubai Stock Brokers & Investment Services Group

Director Membership and Marketing

Financial Planning in Dubai 

A UAE focussed website and blog I started in 2012 to talk about investments, Life Insurance and Financial Planning. 

Since then more than 10,000 residents have used my ideas to jump-start their journey towards financial freedom.

My first book 8 Steps to Financial Independence was published in 2016. While there are many self-help books on financial success, this book is unique because it is written with a UAE resident’s financial planning needs in mind.

This excellent book is the essence of my 15 years of experience in the Banking and Financial Services industries in helping people make wise decisions with money.

To know more please visit my blog http://financialplanning.ae

Author | Blogger | Financial Advisor in Dubai

Nexus Insurance Brokers LLC

Under the giant umbrella of Nexus, I have grown both as an Individual and a Professional Financial Advisor in Dubai over the last decade.
I work with 300+ expat families from more than 15 countries, helping them secure their financial future through prudent investments and adequate life and critical illness cover.
- My blog www.financialplanningindubai.com is UAE focussed and is viewed by 2500+ visitors every month.
- I have recently started the GAiM Plan podcast, to keep you updated on the news, views and the market moves.
- Qualified finance professional with Level 3 Certificate in Insurance and Financial Services (Cert CII) from The Chartered Insurance Institute UK.  
- Member of MDRT (Million Dollar Round Table Club) an elite club of the top financial advisors worldwide.

Senior Financial Advisor -  Investments, Insurance & Retirement Planning.

Mashreqbank

	Establishing, developing and managing relationships with Realtors, Developers, Property investors and End users 
	Identifying opportunities to sell mortgage loans to UAE residents, via active telesales, referrals from Mashreq Gold and Private Banking teams, Real Estate Firms and from existing customers
	Advising clients on debt consolidation via equity release and mortgage transfers on lower interest rates
	Advising clients on attractive property investment options
	Active involvement in the evaluation and analysis of financials, of individuals and business entities, to identify and mitigate key risks, and to ensure that the credit proposal is well presented
	Handling all aspects of the loan process from application till disbursement and the account servicing
	Acting as the central reference point for all departments and individuals engaged in the processing and disbursement of the mortgage application

Relationship Manager, Mortgage Sales

Barclays Bank PLC

	Identifying opportunities to sell mortgage loans to residents, non residents, salaried and self employed clients
	Cross-selling Premier and Personal banking products like Current accounts, Term deposits, and Life Insurance and Investment Products
	Developing  relationships with new and current Realtors, builders and borrowers to promote continuous business
	Active involvement in the evaluation and analysis of financials, of individuals and business entities, to identify and mitigate key risks, and to ensure that the credit proposal is well presented
	Handling all aspects of the loan process from application till disbursement and the account servicing
	Active management of a portfolio of 100 mortgage clients, handling collection and customer service
	Acting as the central reference point for all departments and individuals engaged in the processing and disbursement of the mortgage application

Relationship Manager - Mortgages & Insurance Sales

► WHAT I DO: 

I help busy couples in UAE plan & build a financial future they would love to live in. WITHOUT complex financial products & risky investment strategies. 

► HOW I DO IT: 

I have built The GAiM Plan - a comprehensive financial planning, investment advisory & portfolio management system. It helps my clients 
- Understand where they stand in terms of their money 
- Visualize where they want to be in the future
- Build & Implement an action plan to get there
- Measure progress & make corrections when necessary 

► WHY IT WORKS: 

As a financial advisor with over a decade’s experience, I have worked with 300+ families from 50+ countries on Holistic Financial Planning, Investments & Protecting against loss of income.

The GAiM plan works because it is a systematic approach to wealth accumulation & legacy creation. It helps you focus on progress along with growth, stay focussed on your goals & achieve them with much ease & confidence.

SERVICES I PROVIDE:

1. Holistic Financial Planning
2. Children’s higher education planning
3. Investments - Passive Income & Growth 
4. Retirement Planning
5. Life & Critical Illness Insurance 
6. Key Person Insurance & Business Protection

YOU CAN ALSO FIND ME ON
💡 Amazon - As the author of the Book 8 steps to financial independence
💡 Gulf news, Khaleej Times & The National 

I WORK WITH :

⭐ Business Owners, Partners & Directors for Key Person Insurance & International Medical insurance
⭐ Busy Couples - Financial Planning, Child Education Planning & Investments
⭐ Pre retirees & Retirees: build a robust retirement corpus. Preserve wealth & gain regular passive income

WHAT OTHERS SAY:

🗣 “I've known and worked with Damodhar for over a decade and his level of commitment and professionalism is unmatched. Have multiple investment plans with him and would refer anyone who needs advice on insurance products to him without a second thought” Mohammed Hussain

Damodhar Ashok is one of the best financial advisor every I come across. He always there to help and show his professionalism & support.He also Guide & help me to learn area of investments. Would like to have more investments in future with his expertise. Natesan Velayutham

READY TO TALK?
Connect with me here on LinkedIn!
Book a virtual coffee at a time that works for you. https://www.financialplanningindubai.com/meetings/damodhar


#FinancialPlanning #Investments #FinancialPlanner #FinancialAdvisorinDubai #InvestinginDubai #LifeInsuranceinDubai #LifeInsuranceinUAE #NRIMoney #NRIInvestment #KeyManInsurance #LifeInsurance #WealthAccumulation #FinancialFreedom

Damodhar Mata

Danial Tokath

NDS - Design Studio

Responsibilities:
• Founder and general manager 
• Develop and implement social media marketing strategies that increase brand awareness and attract followers and leads.
• Create engaging content for various social media platforms.
• Host a storytelling video interview podcast called "Monday Talks."
• Build and maintain business relationships with clients and partners.
• Manage the company's finances and operations.
Achievements:
• Established N Design Studio and secured contracts within five months of setting up the business.
• Grew the company's network and hired a small team to support the company's goals.
• Created a channel on YouTube called "Monday Talks" to share people's experiences and stories.

Founder | CEO

Samsung Electronics

• Managed P&L of USD 110 million for MENA and GCC.
• Restructured MENA RHQ team to provide proper support to regional subsidiaries.
• Penetrated new markets (potential business USD 4m from zero) with successful business orders and trained channels.
• Enhanced low sales market (potential business USD 125m from zero) by nominating the right partner and cooperating with the legal department to resolve pending legal issues new agreement was successfully signed.
• Implemented a mastering program to motivate technicians to become accredited by Samsung.
• Successfully supported my team to achieve 400% YOY growth online training registration.
• Set a comprehensive strategic plan for evolving the use of channel gap analysis and competition analysis to empower the distribution business and position the company to meet an aggressive expansion schedule and penetrate new markets.
• Redesigned the team KPI to include (revenue, margin, new/win BO forecast) to ensure the growth YOY.
• Launched a training program for channel technicians to enhance installation and increase the number of repeated customers-end-users.
• Improved the Product Management team by hiring CAC/RAC experts.
• Analyzed and monitored competition and recommended new ideas for product development to HQ to introduce differentiated products into the market to drive growth.
• Grew the distribution network and hired new channels in the region by supporting subsidiaries.
• Develop and implement sales strategies and KPIs for air-conditioning systems across MENA.
• Support regional subsidiaries with planning, budgets, training, and technical support.
• Report strategies and action plans

Director / Air-conditioning HOD MENA HQ

Johnson Controls – Hitachi Air Conditioning

Regional Sales Manager - LEVANT & Pakistan

Johnson Controls

Responsible for DX indirect sales in LEA region :
- Responsibilities:
• Regional Sales Manager for distribution channels LEA Region.
• setting strategies for DX business in the region through distribution partners.
• Ensuring sales comply with company policies, procedures and practices. 
• Product positioning in the Marketplace through strategic pricing & bundling etc. 
• Coaching, counseling, and developing sales distributors. 
• Establishing trust and a good relationship with all key clients. 
• Setting sales time action plan and monitoring performance.
• Training distribution channels on DX product range.
• Setting Annual Strategy for DX business and translate into action plan to agree upon with each channel.
• Continuous support for distribution channels with all technical and financial support requirements to accomplish and match mutual agreed targets.

Regional Sales Manager Dx/VRF 

Responsible for VRF indirect sales in MENA region:
- Responsibilities:
•	Regional Sales Manager for distribution channels MENA Region.
•	Preparing written presentations, reports, and price quotations for distribution Partners.
•	Ensuring sales comply with company policies, procedures and practices. 
•	Product positioning in the Marketplace through strategic pricing & bundling etc. 
•	Coaching, counseling, and developing sales distributors. 
•	Establishing trust and a good relationship with all key clients. 
•	Responsible for specifying YORK VRF products by cooperating with mechanical consultants.
•	Setting sales objectives and strategy and priorities in alignment with company objectives and priorities by setting time action plan.
•	Training distribution channels on JCI VRF product range
•	Setting KPI's for distribution channels, and monitoring performance
•	Setting Annual Strategy for VRF business and translate into action plan to agree upon with each channel.
•	Continuous support for distribution channels with all technical and financial requirements to accomplish and match mutual agreed financial and marketing targets.

Achievements:
•	Successfully created VRF strategy for 2016 in Yearly Quarter bases. 
•	Successfully created Product technical presentation and trained all channels on YORK VRF for Jordan, Pakistan, Iraq, Libya.
•	Managed to create comprehensive VRF toolkit to include all required documentations i.e. catalogues & Manuals, selection software, product presentation, specs & BOQ, reference list.
•	Managing network of Distributors by evaluating their effectiveness KPI setup to sell and market the product range.
•	 Identified and appointed new distributors across the HVAC market sector. 
•	Manage performance improvement plan for existing Distributors. Provide support to Distributors through customer calls, product training, and Distributors marketing initiatives ensuring they are in keeping with the branding strategy.

Regional Sales Manager VRF 

ATC/CCC/DSC -JV

•	Section head for all mechanical works in three main zones (two five-star hotels & Grand villas zone).
•	Reported to Project Engineer (Mechanical) and managed three mechanical site engineers and three technician teams (total of 20 technicians).
•	Responsible for all mechanical material approvals and technical submittals, and all mechanical documents related to specified zones to seek supervising approval prior installation.
•	Verification reporting for existing mechanical infrastructure outstanding systems of district cooling system, firefighting, irrigation, and Domestic Networks.
•	Created comprehensive reporting with CSI coded spread sheets for verification reports.
•	Issued method statements and risk assessment reports for some mechanical works like hydraulic pressure test for GRP condensing pipe and chilled networks.
•	Reviewed and read thoroughly HVAC specifications and design drawings for both the client and the operator to make sure of compliance with all mechanical materials submitted by the subcontractor.
•	Coordinated material on-site and ordering processes with the cooperation of planning department.

Section Head (MEP)

Arab Technical Group (ATG)

-Regional Sales support for Jordan, Palestine & Iraq
-Responsible for contineous communications and good relationships with consulting office.
-Specifying DAIKIN products or mainly ATG brands by cooperation with mechanical consultants.
-Technical presentations, Workshops, Training Sessions (coordinating and presenting).
-Utilizing ATG-academy with cooperation with marketing manager.
-Holding technical internal training sessions for ATG employees to introduce new brands, keep up to date with new innovations.
-Spreading and training on selection software of our products in hands of junior/senior consultants as make sure to be easy and very familiar.
-Providing engineering solutions to match with highly advanced worldwide latest products of DAIKIN mainly VRV / VRF.
-Setting sales strategies based on more accurate sales forecasting; and check best ways to approach each individual consultant.
-Keep good relations with key personnel in mechanical consultants specially the main consultants who keeps handling major projects that takes place in the area.
-Coordinate and assist commercial sales team in closing big deals.
-Follow up Iraqi projects that are managed in Amman and support in closing sales deals.
-Competition Analysis and comparisons.

Consulting Support Manager

•Manage and improve Channel / Dealers sales team and monitor Dealers sales performance.
•Establish the sales network by building strong network of Dealers and Distributors across Jordan.  
•Manager of a team of four employees (split department) two engineers (in commercial sales department) one engineer (in consulting sales department).
•Provide the channel and market insights into the product and update with latest Technologies.
•Feed with technical details for other departments and specially marketing department for company website updating issues.
•Establish standards for network selection and keep an eye to make sure partners have strong market position.
•Provide technical support and training services for Dealers clients.
•Holding technical seminars for both professionals & non professionals in HVAC fields specially in DAIKIN air conditioning systems.
•Coordinating with commercial sales team to help closing big deals.
•Monitoring everyday sales process using Microsoft office Access software program created by myself easily can help me reporting to top management our status in any desired project which is under follow up.
•Handling company database categorized upon required.
•Create work procedure for both direct sales and dealers sales.

Splits Sales Manager / Commercial Sales Coordinator

•Manager of a team of four employees.
•Yearly sales forecasting, action plan, strategies, and set sales targets to be approved by the top management.
•Create work procedure for both direct sales and dealers sales.
•Monitoring daily operations and sales figures through database access system created by me.
•Create strategies for retail Dealers, pricing, dealers categories, installation processes.
•Direct corporate sales special offers and pricing. 
•Establish and finalize sales agreements with banks for comfort payments based on easy secured installments.
•Monthly report of sales figures, Dealers share, available stock, and check figures against monthly target.
•Suggest and adopt urgent monthly plans to follow the set targets.
•Keep updated of competitors prices and market share through splits team.
•Conduct and held technical training and customer care workshops for Dealers and the members of splits team.
•Coordinate with marketing for sales campaigns and budgeting through the year.
•Report both direct and dealers sales analyze company share in the local market.

Head of Splits Unit

•Team leader of  a team of two engineers.
•Yearly sales forecasting, action plan,  and set sales targets to be approved by the top management.
•Responsible for sales upon geographic area for commercial projects- half the area of the capital Amman.
•Advice customers with suitable solutions for DAIKIN VRV / VRF air-conditioning & ventilation systems mainly VRV and SKYAIR products.
•Deal with consultants for specifying and selecting DAIKIN systems in the earlier design stage.
•Deal with electro-mechanical contractors for technical support and correct installations and utilization of AC-systems.
•Supervise installations and prepare sales agreements and shop-drawings. 
•Keep updated of competitors prices and market share through my sales team.
•Monthly report of sold and lost projects stating the weak and strength points we face for each project .

Senior Sales and Technical Support Engineer

AD/ART

•Sales Engineer for Metal facade signs and buildings cladding with Aluminum Composite Panels.
•Responsible for sales upon geographic area for commercial projects- half the area of the capital Riyadh.
•Advice customers with suitable architectural solutions for ACP products and signs.
•Account Sales like dealing with Banks for impproving factory sales as the supplier for Drive-up ATM’s.
•Write detailed technical inquiries to cope with customer demand and handle to design department. 
•Supervise installations and prepare sales agreements and write quotations. 
•Keep updated of competitors prices and lost projects.
•Daily report of sold and lost projects stating follow ups.

Sales Engineer

al maaden-alphacan

sales engineer

brick by storytelling brick, of course!?  That's my story!

Sure, I spent two decades honing my engineering skills, but the real magic was 


in innovation and unleashing creativity.  

Then, 

Entrepreneurial flame sparked the .  NDS became my second daughter, nurtured with every challenge and fueled by pure passion.

Beyond the Numbers Game:  

Success wasn't just about spreadsheets (although those can be fun too!).  

It was about crafting narratives that resonated.  

Numbers mattered, but it was the power of storytelling that truly set me apart.

Building Bridges, Not Just Brands: 

Today, I'm not just an entrepreneur, I'm a storyteller alchemist!  

My YouTube show, "Monday Talks" (16k+ views and counting!), 
spotlights incredible minds and their stories, building bridges of learning and inspiration.

Your Turn to Be the Hero:  

My journey whispers a truth: anyone can rewrite their story.  

From engineer to entrepreneur, I'm proof that tenacity, passion, and a sprinkle of storytelling magic can conquer any horizon.

Ready to Star in Your Own Story?  

Connect with me and let's explore how your unique narrative can take center stage!  

You too could be a guest on "Monday Talks" and inspire the world!  #NeutralToNiche

Call to Action:

1- "Be the next Monday Talks star! Share your story and inspire others. Let's connect!"
2- "Let's craft your brand narrative! Build your digital presence and become an industry thought leader. Get in touch and unlock the power of your story!

taplio

The Battle

Damodhar Mata

Danial Tokath

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?