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Anil Bhatia Email & Phone Number

Experienced Financial Advisor at Continental Financial Services
Location: United Arab Emirates 6 work roles 1 school
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Role
Experienced Financial Advisor
Location
United Arab Emirates
Company size

Who is Anil Bhatia? Overview

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Quick answer

Anil Bhatia is listed as Experienced Financial Advisor at Continental Financial Services, a with 204 employees, based in United Arab Emirates. AeroLeads shows a matched LinkedIn profile for Anil Bhatia.

Anil Bhatia previously worked as director at Optima Capitol Llc and Manager Advisory at Continental Financial Services. Anil Bhatia holds B.Comm, Management from Svkm'S Narsee Monjee Institute Of Management Studies (Nmims).

Company email context

Email format at Continental Financial Services

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Continental Financial Services

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Profile bio

About Anil Bhatia

I have served clients for over 30 years. It's now a part of my lifestyle. I started his career at Continental with a prime focus on managing the financial requirements for the business community and high net worth individuals. In an effort to expand my operations, I decided to broaden my niche and serve all clients regardless of the size of their portfolio. I began my career in Dubai within the banking industry and served for over 20 years with various local and international banks. My interactions with customers steered me to switch my career to that of a dedicated Financial Advisor in 2002. Being an avid learner, I believe in constantly improving my skills and keeping up to date with the changing economic conditions.Specialties: I understand client expectations in terms of their financial goals and the required return on investment. My overall experience in the industry has given me a good oversight of ever growing client needs. My clients admire my responsiveness and laud me for providing the best customer service in the business.

Listed skills include Wealth Management, Investments, Insurance, Portfolio Management, and 8 others.

Current workplace

Anil Bhatia's current company

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Continental Financial Services
Continental Financial Services
Experienced Financial Advisor
dubai, dubai, united arab emirates
Website
Employees
204
AeroLeads page
6 roles · 52 years

Anil Bhatia work experience

A career timeline built from the work history available for this profile.

Director

Current
Optima Capitol Llc
2009 - Present ~17 yrs 6 mos

Manager Advisory

Current

I offer financial planning services to individuals and corporate entities across all areas of insurance and investment.I work with a large number of providers and offer many options in wealth management and deal in products such as Life Insurance, Term Assurance, Critical Illness Insurance, Medical Insurance, Regular Savings Plans, College Education Planning, Retirement Planning, and much more.In order to provide a comprehensive portfolio of services, I also offer general insurance covering motor vehicles, travel, home, fire, burglary, and marine insurance.

2002 - Present ~24 yrs 6 mos

Assistant Manager Of Operations

National Bank Of Sharjah
1986 - 2000 ~14 yrs

Trade Finance & Loan Officer

1976 - 1986 ~10 yrs
Team & coworkers

Colleagues at Continental Financial Services

Other employees you can reach at cfsgroup.com. View company contacts for 204 employees →

1 education record

Anil Bhatia education

FAQ

Frequently asked questions about Anil Bhatia

Quick answers generated from the profile data available on this page.

What company does Anil Bhatia work for?

Anil Bhatia works for Continental Financial Services.

What is Anil Bhatia's role at Continental Financial Services?

Anil Bhatia is listed as Experienced Financial Advisor at Continental Financial Services.

Where is Anil Bhatia based?

Anil Bhatia is based in United Arab Emirates while working with Continental Financial Services.

What companies has Anil Bhatia worked for?

Anil Bhatia has worked for Optima Capitol Llc, Continental Financial Services, Wall Street Exchance, National Bank Of Sharjah, and Td Bank.

Who are Anil Bhatia's colleagues at Continental Financial Services?

Anil Bhatia's colleagues at Continental Financial Services include Vivian Fernandes, Saurajit Dasgupta, Mili Punjabi, Maryam Muhamed, and Benson S Paul.

How can I contact Anil Bhatia?

You can use AeroLeads to view verified contact signals for Anil Bhatia at Continental Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Anil Bhatia attend?

Anil Bhatia holds B.Comm, Management from Svkm'S Narsee Monjee Institute Of Management Studies (Nmims).

What skills is Anil Bhatia known for?

Anil Bhatia is listed with skills including Wealth Management, Investments, Insurance, Portfolio Management, Retirement Planning, Financial Planners, Financial Advisory, and Banking.

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