Territory Account Executive-ERP Upselling

Job Title: Territory Account Manager

Location: Bangalore, Pune, Mumbai

Salary: 4LPA + Variables

About the role:

The Territory Account Manager (TAM) is responsible for deploying financial solutions across residential and commercial societies to help digitize their accounting and operational functionalities. The role involves direct client engagement, product demonstrations, and driving revenue through effective lead generation and business conversions. The ideal candidate will combine financial understanding with strong communication and sales acumen to deliver impactful results.

Job Description:

● Deploy financial solutions to automate and digitize society-level accounting and billing operations.

● Conduct product demonstrations for clients, emphasizing features, benefits, and overall solution value.

● Connect with committee members of residential societies and apartment associations to identify needs and present suitable solutions.

● Prospect, educate, and qualify leads through a consultative approach to improve client satisfaction and business conversion rates.

● Engage in calling efforts and on-ground visits to generate leads and convert them into business opportunities.

● Achieve assigned revenue and acquisition targets within the allocated territory.

● Maintain accurate data of leads, client meetings, and conversions in CRM tools.

● Ensure consistent follow-ups and client engagement for renewals and satisfaction.

Desired Candidate Profile:

● Minimum 1–5 years of proven track record in deploying financial solutions and ability to meet targets

● The candidate must have a basic accounting and finance background (e.g. Graduated with BAF degree)

● Should have interest in business development for software application products/solutions (B2C)

● Must be energetic, well-spoken, and eager to generate revenue for the organization

● Should be proficient in Hindi and English

● Fluency in the regional language is a plus

● Should be comfortable working on weekends (Saturday & Sunday are compulsory working days, with a week off between Monday–Thursday)

● Effective presentation and negotiation skills

● The candidate should have proficiency in Tally and MS Office Skills & Competencies:

● Strong client relationship and stakeholder management skills.

● Consultative approach with ability to understand customer pain points and offer suitable solutions.

● Excellent time management and organizational abilities.

● Self-motivated with a goal-oriented mindset.

● Ability to work independently and manage field responsibilities effectively.

Benefits

● Performance Bonus

● Corporate Health Insurance

● Travel Allowance

● Monthly R&R awards

● Early promotions to outstanding performers