Lead Generation & Appointment Setting Executive

Job Description (JD)

Location : Kolkata - Office-based

Department : Sales / Business Development

Experience : 1–3 years

Employment Type : Full-Time

Role Overview

We are hiring a proactive Lead Generation & Appointment Setting Executive responsible for identifying potential clients, driving outbound outreach, qualifying prospects, and booking appointments for the sales / leadership team. This role is performance-driven with clear qualitative KPIs tied to lead quality, conversion efficiency, and communication discipline.

Key Responsibilities

Conduct structured lead research through LinkedIn, databases, directories, and industry-specific sources.

Execute consistent cold calling, cold emailing, WhatsApp and LinkedIn outreach.

Qualify leads based on ideal customer profile and internal guidelines.

Schedule and confirm appointments with relevant decision-makers.

Maintain updated lead records on CRM / Trello / trackers.

Share regular performance reports (daily / weekly / monthly as required).

Coordinate with the sales team for handovers, feedback, and follow-ups.

Maintain strong professional communication during all outreach.

Performance KPIs

1. Lead Quality Indicators

Leads must match ideal customer profile.

Lead data must be accurate, complete, and correctly formatted.

Leads should be relevant to the industry and target segments.

2. Outreach Quality Indicators

Outreach must be consistent across all channels.

Communication tone should be professional and aligned with brand guidelines.

Messages should follow approved scripts or frameworks.

Follow-up sequences must be completed on time.

3. Appointment Setting Indicators

Appointments booked should be with genuine decision-makers or relevant stakeholders.

Meetings must be confirmed before handover to the sales team.

Appointment quality should lead to meaningful sales conversations.

4. Reporting & Process Compliance

CRM / Trello updates must be maintained without backlog.

Daily activity logs and reports must be submitted on time.

Lead stages must be updated accurately across the funnel.

Requirements

Experience in lead generation, inside sales, or appointment setting.

Strong spoken and written communication skills in English.

Comfortable with outbound communication and structured follow-ups.

Knowledge of CRM tools, spreadsheets, and outreach platforms.

High ownership, discipline, and target-oriented approach.

Preferred Skills

Familiarity with LinkedIn Sales Navigator, Apollo, HubSpot, Zoho, etc.

Experience in digital marketing, SaaS, B2B services, or agency environments.

Strong research and documentation habits.

What We Offer

Competitive salary + performance incentives.

Structured onboarding and process training.

Opportunity to grow into senior lead generation or business development roles.

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