Benoy Mathew

Downtown, Dubai, United Arab Emirates.

+971-55-433-4068
mathewbeno7@gmail.com
LinkedIn: https://www.linkedin.com/in/benoy-mathew-2bb5b73b

PERSONAL SUMMARY

A proactive and commercially astute Financial Consultant with over six years of Financial and Business development
experience. Astute in utilizing a wide array of financial products and knowledge to help clients meet their goals with
regards to protection, retirement planning, estate planning, investment advice, tax strategies. Adept in maintaining
strong business relationships through referral based network building.
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CERTIFICATIONS AND TRAINING

 Preparing for CII qualification as part of professional development initiated - January 2019
 Personal and Financial Planning by University of Florida through Coursera – January 2019
 Financial Markets (with Honors) by Yale University through Coursera- December- 2018
 Forensic Accounting & Fraud Examination by West Virginia University through Coursera- December 2018
 Completed Authorized Consultant Training by Nexus Training Academy, UAE - November 2018

 Finance Fundamentals: Investment Theory and Practice by the Open University – October 2018
 Pursuing Six Sigma course from the PMI Institute by LinkedIn Learning since October 2018
 CISI-1 Introduction to International Investments and Securities - Certified –April 2018.
 Completed Consultant Training for Securities and Investments - deVere Acuma, UAE – February 2018.

PROFESSIONAL EXPERIENCE

Specialist Consultant - Nexus Insurance Brokers LLC

Dubai, UAE Oct 2018- Present

 Trained on various Insurance solutions – Life, Savings, Individual, Commercial, Group and Medical.
 Advising clients on short to medium and long term investment solutions using mutual fund platforms.
 Provide in-depth financial advice for NRI’s with financial restructuring and goal based solutions.

DeVere Acuma Insurance Brokers LLC – Dubai, UAE (Temporary Contractual Basis)
Associate Wealth Advisor – June 2018 – August 2018

 Managed to convert prospects to clients by regular and systematic client visits.

 Created a client book value of over GBP 75, 000 in a span of 3 months.
 Actively involved in personalized fact finding and need based financial planning for clients.
 Pro –actively sourced and generated business for Personal Protection & Structured investment solutions.

Business Development Executive - Feb 2018 - June 2018

 Established relationships with over 500 prospective clients through various mediums (Social Media).
 Extensively trained on UK Pensions, Regular Savings & Investments, Mutual Funds Portfolio building.
 Telephonic appointment fixing by following a tailor made script and distinctive objection handling.
 Part of the Indian demographic of the regional office in Dubai, focusing on HNW individuals.
Bancassurance Relationship Manager – Life Insurance (DBS Bank)
Aditya Birla Sun life Insurance Co. Ltd. – (Bangalore, India) - Feb 2017- Dec 2017

 Up-selling and Cross selling of Traditional, ULIP, Healthcare Insurance and Endowment policies.
 Developed sales and initiated marketing and promotional activities by selective marketing.
 Managed to maintain a portfolio of INR 7.5 million from client’s policies.
 Earned Certificate of Excellence and Achievement award from the country head for target achievement.

Assistant Manager – Sales -Nidal Group of Companies

Al Jubail, Kingdom of Saudi Arabia – Aug 2014 – Feb 2016

 Worked closely with 2 high performing business units – the specialty chemicals division (IS4IS) &
Information Technology division - Global Sources InfoTech (GSIT) on close to $ 1.5 Million projects.
 Represented Nidal Group for Poly Europe B.V for Oil & Gas Pipeline Cleaning solutions in KSA.
 Took initiative in representing the company for various conferences and exhibitions in KSA.
 Assisted the vendor registration and raising tenders and BOQ’s for Saudi Aramco & SEC projects.
 SPOC for their SAP consulting services. Represented Blue Pencil South Africa in KSA.
 Introduced and demonstrated to various clients across East and Central Saudi Arabia :
1. People link - integrated communication solutions,
2. Security cameras - Security management solutions
3. Vehicle surveillance systems (Blackvue, Korea),
4. Building and Perimeter Access control Systems KABA AG (Germany), ZK-Tech (Korea).
5. FERNS IT – ERP Systems (UK) – hospitality, education and logistics management solutions.

Associate Finance --Timken India Ltd

Bangalore – India - Sep-2011 – Dec 2012

 Handled and assisted in employee reimbursement and corporate Accounts Payable for TIMKEN India
Ltd., and Timken Engineering and Research India Ltd.
 SPOC for receiving bills, documents supporting the Accounts Payable team and assisted the Finance
team during LR Audit, SOX Audit, Month end book closures.
 Received hands on training on SAP basics during migration from Tally 9.1 to SAP.
 Initial signatory for Cash and Bank operations (Verification, Documentation and Journal/ Ledger entries).

ACADEMIC QUALIFICATIONS

Kristu Jayanti College, Bangalore (Bangalore University, India)

M. Com (Banking, Finance & Securities Management) B. Com (Accounting & Auditing)
First Class First Class
2009 – 2011 2006 – 2009

IT SKILLS

MS OFFICE | SAP FI & CO (BASIC) | Tally | General software’s|

PERSONAL DETAILS

Languages Known –English, Malayalam and Hindi

Date of Birth – 30th January 1988
Drivers License – India
Nationality – Indian
Passport Number –R4702088 Expiry – 09/10/2027
Marital Status – Single