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

Wealthbrain

Wealthbrain Is A Cloud-Based Portfolio Management Platform Empowering External Asset Managers, Family Offices, Financial Advisors And Ultra/High Net Worth Individuals, To Manage, Monitor And Review Their Financial & Non-Financial Portfolios Across Global Private Banks & Financial Institutions On A Single Platform.

Senior Account Manager

AeonX Digital Solutions

AeonX Digital Solutions is a niche Business Consulting company working into SAP Application Management Services, Sales and SAP Education/Training domain. We are a SAP Gold Partner for Sell and Services. We also provide AWS Resell & DevOps consultation for building solutions and services on cloud.  We believe in increasing prospects with empowering ideas and engaging efforts to serve better. 

We help businesses grow, market, and sell by providing valuable technical support. We help companies reduce cost and be efficient using SAP products and solutions. AeonX digital solutions utilize information technology in making it more productive yet in addition substantially viable.

Our solutions meet global standards and we pledge to grow ethically with our clients. We’ve consistently committed to providing quality and customer satisfaction. We aspire to improvise continually with innovation and efficiency following the prevailing codes of practice.

Regional Business Development Manager

WealthBrain

WealthBrain is a cloud-based wealth management platform which uses AI and Machine Learning thereby empowering Ultra/High Net worth Individuals, Wealth managers, Family offices, Financial advisors and External asset managers to manage, monitor and review their existing portfolios with Global Private Banks, Custodial & Investment firms at a single platform.
Our financial tools provide deep insights into how you’re doing today so you can plan for tomorrow.
Automatically track global wealth management accounts with different Private banks, Custodial and investment firms.
Perform real-time tracking, not just of the investments you hold in your portfolio, but also of news, information, and late-breaking stories.
Determine both your exposure to individual securities, as well as the level of risk in your overall portfolio.
Connect with customer service, either by phone or live chat.
Responsibilities :
•	Develop plans and strategies for developing business and achieving the company’s sales goals
•	Create a culture of success and ongoing business and goal achievement – possibly more important than the first item on this list
•	Manage the sales teams, operations and resources to deliver profitable growth
•	Manage the use of budgets
•	Define optimal sales force structure
•	Hire and develop sales staff
•	Become known as an employer of choice and a sales force that top sales people want to join
•	Define and oversee sales staff compensation and incentive programs that motivate the sales team to achieve their sales targets
•	Define and coordinate sales training programs that enable staff to achieve their potential and support company sales objectives
•	Manage customer expectations and contribute to a high level of customer satisfaction
•	Define sales processes that drive desired sales outcomes and identify improvements where and when required

Assistant Vice President Business Development

Web Masters LLC

Web Masters serving a large number of successful Visual WinGold Clients, in UAE and the neighboring countries, which have been implemented, customized & trained by our consultants. Our consultants are well recognized in the region amongst the network of Jewellery Retailers and Wholesalers for the immense capability that our consultants possess. Our human and technical resources are consolidated for the optimum benefit of our customers. Web Masters LLC can therefore boast several teams of highly competent and trained consultants helped by experienced and qualified functional experts always ready to promptly serve our customers.

 Web Masters L.L.C is also one amongst the leading business partners for Microsoft Dynamics in the Middle East region and is very actively involved into the entire suite of Microsoft Dynamics products, such as Microsoft Dynamics GP, Microsoft Dynamics Nav, Microsoft Dynamics RMS, Microsoft Dynamics CRM, Web Masters also owns a large portfolio of products and services to address needs of various industries like Retail, wholesale, Distribution, Financial Institutions, Projects and Manufacturing. We are a part of a 22 year old well established group of companies which apart from technology solutions is also into company auditing, investment consultancy, company formation and other business consulting
 areas. Our technical team members come from a rich functional background and are qualified accountants with strong local industry and business process exposure.

Senior Marketing Consultant

Oman Insurance Company

•	Marketing personal line products like Travel, Home, Personal Accident, Motor Insurance to individual & corporate via Bancassurance, Broker and other distribution channel.
•	Responsible to generate volume and revenue as per the assigned targets.
•	Serve as a relationship point to Bank insurance channel and help them to market insurance products to their wealth management and retail client.
•	Develop B2B channel by encouraging and supporting via existing & by adding new clientele.
•	Ensure to take advantage of demand base on season, promotions and business segments.
•	Marketing strategies needs to be drawn and re-drawn from time to time, keeping in mind the customer preferences.
•	Present clients with alternatives that include new and/or improved insurance coverage based on their current needs. 
•	Approach potential clients by utilizing online, email and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of protection and financial well-being.
•	Clearly explain product features and enhancements and recommend the right coverage.
•	Consistently meet or exceed team and individual objectives related to client satisfaction, quality, and productivity.

Insurance Advisor/Relationship Manager

Nirma Health care Division

	Around 1 years of SAP R/3 work experience as an associate SD Consultant. Have worked on ECC 6.0 version of SAP R/3.
	Total 9 years experience in Sales in which 2 years exp as an associate SD Consultant
	Have good understanding of business process in Sales.
	Good team player, strong team orientation & leadership qualities.
	Very good logical skills suitable for process design, development & implementation.
	Good communication and presentation skills & interpersonal skills

Associate support consultant

Bakeri Urban Development Pvt. Ltd

Partner functions and partner determination procedure for customer master
Configuration and assignments for entire Enterprise Structure in SD Configuration
Defined and assigned sales document types, item category, and schedule lines
Configured the pricing procedure by the using of condition technique
Configured material determination by the using of condition technique
Maintained all the required credit management functions like automatic credit control for blocking the document if the credit limit is exceeded 
Customized revenue account determination to enable the posting of the sales values to the corresponding G/L accounts
Configured Delivery and billing process.
Formatting of sales orders screens and also pre-sales documents such as Inquiry and quotations; Prepared Business process design documents and AS-IS TO-BE process, GAPs Analysis documents.
Finalized SAP SD organization structures like Company codes, Sales Organizations, Distribution channels, Divisions, Plants, Storage locations, shipping points, Sales offices, Sales groups, Sales persons etc. by coordination with MM &amp; FI.
Configuration of SD module done as per the client requirement.
Took part in various training demos to make company familiarized with various aspects of SAP SD modules like Order Management, Sales Documents (like Inquiry, Quotation, Contract, Scheduling Agreement, Sales Order, Delivery, Billing etc.), Pricing Procedures, Availability Check, Output Determination, Account Assignment, Log of Incomplete Items, Consignment Sales, Customer Returns Processing, Credit/Debit Note Processing and Rebate Agreements, integration with other modules like PP, MM &amp; FI, Customer and Material Master creation, LSMW etc.
Collection, Codification and purification of Master data including customer masters, material master etc

SAP Associate Consultant

CenCus Consultant

Quickly accelerated through the ranks based on proven campaign management, sales-team leadership, strategic planning and new market development skills. 

Advertising &amp;  Marketing 
Corporate Communication &amp;  Public relation
Branch Management
CRM, &amp; Account Management
Marketing research &amp; survey
Government liaising &amp; legal

Business Development Manager

Primark Ltd

I  worked in branch super store European Clothing Retailer as Customer sales assistance 
Inventory management, 
Floor display and merchandising management,
POS &amp; Customer service
New product promotions , in store event management,
Stock management

Customer Sales Assistance

Morrison Supermarket Plc

Customer Care 
Financial 
Sales 
Stock Management 
Visual Merchandising
Team Management 
Communication 
Shop Administration 
Shop Security

Team Leader

Experienced Business Development professional with expertise in Sales, Marketing, Product Distribution, and Team Management. Possess strong analytical and business analysis skills. Demonstrated ability in people management, including performance management and team motivation. Seeking a challenging position that allows for the utilization of existing skills and experience to enhance both personal and professional growth.

taplio

The Battle

Damodhar Mata

Rahul Pandya

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