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

Golden Gate University

Specialization: Marketing Automation & Strategy
Focus Areas: Fast-Moving Consumer Goods (FMCG),Retail, Sales & Marketing Automation, CRM (Sales, Service & Marketing)
Goals:
Deepening understanding of consumer behavior across segments
Mastering advanced Sales & Marketing strategies with automation tools across channels
Applying knowledge to innovate within FMCG and Retail sectors

Doctoral Candidate, Marketing Automation & Strategy

Madi International

●	Brands Managed: Gold Well/Kevin Murphy/Kemon/Thalgo/Nashi/Make Up Studio
●	Categories managed: Professional Haircare, Skin Care, Make Up
●	Channels: Salons, Retail, D2C, E-Commerce, Brand.com
●	Recruited, Trained, and led a high-performing sales team focused on product sales
●	Collaborated with Group MD to implement effective sales strategies, including channel development, client acquisition, and account management.
●	Led the sales department, and set sales targets, establish sales processes, and implement strategies to drive sales growth. monitored sales performance,
●	Oversee the development and execution of marketing campaigns, promotions, and advertising initiatives tailored to each industry.
●	Directed brand’s performance across markets as well as the PR & creative agencies on brand mission, imagery & share and voice of brand
●	Crafting JBPs with key regional stakeholders and teams (Retailers, E-Tailers, Principles)
●	Developed & Monitored annual Business Unit Trade & Commercial Marketing strategies with budgets
●	Strategically set and successfully achieved weighted and numeric distribution benchmarks across diverse brands, categories and key markets.
●	Developed regionality and seasonality-driven promotions for traditional and digital platforms.
●	Developed and managed healthy P&L for a network of over 500 salons with periodic financial consolidations
●	Managed & trained several agency partners for carrying on retail activations as per brand guidelines

Head of Sales & Marketing

L'Oréal

•	Directing brand performance within GCC in alignment with global growth strategies
•	Crafting JBPs with key regional stakeholders and teams (Retailers, E-Tailers, Distributors)
•	Development and alignment of strategic marketing calendars across multiple categories, channels and countries
•	Spearheading digital acceleration across channels
•	Pioneering sales enablement based on market dynamics and guiding regional trade and sales teams to drive revenue
•	Defining Trade KPIs for the regional team ensuring a single vision and focusing on the big picture
•	Leading teams of regional trade marketers and retail sales to achieve revenue results.
•	Developed a Channel/Category specific trade strategy and translated it into to trade marketing calendar with 18 major launches each year, across 3 brands, 6 retailers, 4 distributors, and 3 categories, gaining 3.5 points lost market share  
•	Directed performance marketing across all channels: traditional, digital or emerging media
•	Developed annual BU Marketing Plans and Calendar and created
•	Accelerated the retail development of the brand NYX into 230 retail stores across the Middle East generating over $40M in sales annually
•	Leveraged the portfolio power and negotiated reduced trade investments by 18% L4L
•	Developed/Implemented 360 Integrated Market Communication (IMC) BTL strategies
•	Developed a breakthrough 30 metrics-based Category Management process to win negotiations with retailers, introduced a new range, and also helped retailers grow the business
•	Valorized entire category by 12% through adjacencies assessment & and strategic propositions benefiting retailers as well as ensuring a 6%  increase in the share of shelf for own portfolio 
•	Increased gross profits by 3% and reduced cost of goods by 9% from the previous year through supplier pricing negotiations, timely order booking & accurate forecasting
•	Launched exclusive assortment for offline and online retail

Head of Shopper Marketing

Magnus Group

•	Developed communication and creative marketing strategies for clients like Universal Studios, Lancôme, Diesel, Armani, Polo Ralph Lauren from start to finish
•	Contributed to the leadership in terms of agency/sector vision 
•	Developed research-based, ROI driven Through The Line campaigns - offline (Press, BTL, OOH) and online
•	Pitch strategy for new accounts.

Account Director, Retail (Leisure, Luxury, Modern),Aviation, Electronic, Theme Parks

AL AQILI DISTRIBUTION (L.L.C)

Brand Manager	                                                                                                               
Al Aqili Distributing	Dubai/Abu Dhabi, UAE.                                                                       Feb 2007 – March 2009

●Brands: Afia Oil, Gulfa Water, Ameriana, Foster Clarks
●Category: Food & Beverages
●Channels: HORECA (Hotels, Restaurants & Cafes), Institutional Sales, Modern Trade, Deep Trade

Brand Manager

MMI - Maritime and Mercantile International

MMI (Maritime & Mercantile International ): Leading distributor of FMCG Consumer Brands  & market leader of spirits brands like Bacardi, Moet Hennessy, Absolute, Grey Goose & Jack Daniel’s covering MEA & South East Asia
●	Brands: Ferrero & Rocher, Kinder, McVities, Horlicks
●	Category: Food & Beverages
●	Channels:HORECA (Hotels, Restaurants & Cafes ), Institutional Sales, Modern Trade, Deep Trade

Asst Marketing Manager/Consumer & Retail Marketing

With over 15 years of experience in sales and marketing, I am a passionate and results-driven leader who drives brand performance, marketing strategy, and retail development for NYX Professional Makeup in the GCC region. I have a strong background in leading and directing successful marketing initiatives for renowned global brands across diverse product categories and channels, including beauty, skincare, make-up, food and beverages, and hair care.

As the Head of Shopper Marketing, I craft and align strategic and channel-specific product marketing calendars across multiple categories, and countries, spearhead digital acceleration, and pioneer sales enablement based on retail demographics. I also lead teams of regional trade marketers and retail sales to achieve revenue results and build solid relationships with key regional stakeholders and teams, such as retailers, e-tailers, and distributors. I leverage my digital and data expertise, as well as my academic credentials in business development, digital business, commerce, and management, to create impactful campaigns, and product assortment, enhance brand equity, and drive engagement. My mission is to deliver outstanding customer experiences and value propositions that set the brand narrative and market share apart from the competition.

Technical Skills : CRM | HubSpot | SalesForce | Mondays.Com | Tableu | Price2Spy | SpaceMan | Neilson | Epsos | EPOS

taplio

The Battle

Damodhar Mata

A R Sharma

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?