Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Katy Chu

Alexandria,Australia

Summary

Dynamic and results-oriented Business Development professional with a proven track record of delivering growth across financial services, real estate and client relationship management. Skilled in consultative selling, strategic account planning, and building strong partnerships with diverse stakeholders. Adept at translating market insights into actionable strategies, exceeding sales targets and providing tailored client solutions. Committed to unlocking opportunities, strengthening relationships and contributing to long-term business success in the technology-driven business environment.

Overview

13
13
years of professional experience

Work History

Channel Manager – Real Estate Market Place

PROXIMA
10.2024 - 09.2025
  • Built and managed a high-performing pipeline of B2B partners with new business and retention, maintaining a 60-70% conversion rate from cold outreach and signing 20+ new agencies per month.
  • Expanded agent, broker, and accountant networks, driving platform adoption, and contributing to $2.2M projected annual growth.
  • Designed and delivered a streamlined onboarding framework, reducing time-to-revenue for new partners by 50% and accelerating their path to success.
  • Collaborated with marketing and product teams to host weekly networking and training events, creating tailored enablement materials and achieving an 80% upsell conversion rate.
  • Consistently exceeded monthly sales targets by 15–25%, equipping partners with tools and strategies to drive sustainable growth.

Account Executive – Precious Metals

ABC Bullion
10.2023 - 10.2024
  • Generated $100K–$150K in monthly revenue through tailored B2B/B2C solutions for retail clients, HNWIs, SMSFs, and institutional investors.
  • Provided expert advice on products, contract structures, asset diversification and portfolio growth, achieving $1.6M–$2.2M in gross margins each month.
  • Built long-term relationships through influential tele-sales, face-to-face engagement, and portfolio analysis tailored to client needs.
  • Monitored global market movements, translating data into actionable strategies to strengthen client portfolios and increase retention.
  • Ensured full compliance with regulations while collaborating across teams to deliver seamless client service.

Account Manager – Funds Under Investment

ASRW
03.2022 - 09.2023
  • Advised high-net-worth clients on diversification strategies across portfolios exceeding $5B AUM, with a focus on property debt funds and scalable investment products.
  • Delivered $1M–$2M in monthly funded investments by combining different investment strategies, SaaS-enabled tools, data-driven insights, and consultative advice.
  • Built strong client pipelines through CRM platforms, automated workflows, and consistent follow-ups, improving conversion and retention rates.
  • Conducted risk assessments, cross-sold value-added services, and presented tailored strategies to both new and existing clients.
  • Excelled in a high-frequency brokerage environment, consistently delivering timely outcomes while managing multiple concurrent projects.

Account Manager – Real Estate

Lyncorp
05.2016 - 12.2021
  • Delivered over $25M annually in residential and commercial property sales across NSW.
  • Supported clients through the buying and settlement process, coordinating with brokers, solicitors, and financial advisers to meet diverse needs.
  • Secured 30+ new clients quarterly through prospecting, cold calling, and referral networks.
  • Attended property events, trade shows, and industry forums to expand professional networks and generate qualified leads.
  • Conducted training and presentations for clients and colleagues on market analysis, investment opportunities, and account planning strategies.

VIP Account Executive

The Star
03.2013 - 04.2018
  • Managed a portfolio of 130–160 VIP members, consistently exceeding KPIs by 5–8% through personalized engagement and tailored service.
  • Strengthened loyalty and client satisfaction by offering premium hospitality, product recommendations, and bespoke experiences.
  • Hosted private events and orchestrated exclusive client functions to deepen relationships and drive repeat business.
  • Represented the company at entertainment shows and networking events to promote business and build strong partnerships with key stakeholders.
  • Contributed to brand growth by developing lasting client connections and identifying new business opportunities through relationship-led strategies.

Education

Diploma of Accounting -

TAFE NSW Ultimo
01.2010

Skills

  • Strategic account planning
  • Pipeline management
  • Relationship building
  • Stakeholder engagement
  • Negotiation
  • Influencing
  • Market analysis
  • Competitor analysis
  • Sales methodologies
  • Consultative selling
  • CRM software
  • Efficient service delivery
  • Operational management
  • Presentation skills
  • Training skills
  • Communication skills

Accomplishments

  • Best Team Performer – ABC Bullion
  • Top Sydney Sales Advisor – ASR Wealth (2022)
  • Best Sales Agent of the Year – Lyncorp (2017)
  • Best New Sales Agent of the Year – Lyncorp (2016)

Timeline

Channel Manager – Real Estate Market Place

PROXIMA
10.2024 - 09.2025

Account Executive – Precious Metals

ABC Bullion
10.2023 - 10.2024

Account Manager – Funds Under Investment

ASRW
03.2022 - 09.2023

Account Manager – Real Estate

Lyncorp
05.2016 - 12.2021

VIP Account Executive

The Star
03.2013 - 04.2018

Diploma of Accounting -

TAFE NSW Ultimo

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Katy Chu