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Appointment Setter Jobs Opening in VinFn IMF Pvt LTd at Banashankari, Bangalore

Appointment Setter

VinFn IMF Pvt LTd
experience-icon 0.6 Years
salary-icon 15000 - 20000 Monthly
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Posted: 03 Sep 25

Job Description

We are seeking a motivated and detail-oriented Appointment Setter to join our sales team. The ideal candidate will have excellent communication skills, a positive attitude, and the ability to engage professionally with clients. You will play a crucial role in supporting our sales pipeline by ensuring a steady flow of well-qualified appointments.

Key Responsibilities

1. Lead Qualification & Appointment Scheduling

  • Reach out to potential leads via calls, emails, and messages to introduce products and services.

  • Understand client requirements and qualify leads based on company criteria.

  • Schedule appointments, product demos, or consultations for the sales team.

  • Ensure all appointments are confirmed and properly documented in the CRM system.

  • Follow up with prospects to reduce cancellations and no-shows.

2. Sales Pipeline Support

  • Work closely with the sales team to understand lead priorities and business objectives.

  • Provide qualified leads to sales representatives, ensuring they are prepared with relevant client information.

  • Keep the pipeline consistent and optimized by scheduling appointments efficiently.

  • Maintain open communication between marketing, sales, and business development teams.

3. Customer Interaction & Relationship Building

  • Build rapport with prospects by being friendly, professional, and empathetic.

  • Answer customer queries regarding products, services, and appointment details.

  • Manage objections tactfully and encourage potential clients to proceed with scheduled appointments.

  • Ensure positive customer experiences to improve brand trust and long-term engagement.

4. CRM & Database Management

  • Accurately record customer details, leads, and appointment schedules in the CRM system.

  • Update prospect status regularly to ensure real-time data accuracy.

  • Track appointment success rates and provide reports to management.

  • Segment leads based on their potential and buying intent for targeted follow-ups.

5. Reporting & Performance Tracking

  • Prepare daily, weekly, and monthly reports on calls made, leads qualified, and appointments set.

  • Analyze conversion rates and share insights with the management team.

  • Suggest improvements to boost lead qualification accuracy and appointment success rates.

  • Participate in team meetings and contribute ideas to improve appointment-setting strategies.

6. Team Collaboration & Support

  • Coordinate with the sales team to align appointment priorities.

  • Share customer insights and feedback with the marketing team for better targeting.

  • Support colleagues during high-volume periods and assist with client follow-ups when needed.

  • Participate in regular training to upgrade communication and product knowledge skills.

Required Skills & Competencies

1. Communication Skills

  • Excellent verbal and written communication abilities.

  • Confident and persuasive speaking style to engage potential clients.

  • Ability to handle rejections positively and maintain professionalism.

  • Active listening skills to understand customer needs.

2. Sales & Negotiation Skills

  • Strong understanding of basic sales concepts and appointment-setting strategies.

  • Ability to influence prospects and drive them toward scheduling appointments.

  • Knowledge of objection-handling techniques and closing tactics.

  • Familiarity with upselling and cross-selling when appropriate.

3. Technical & CRM Skills

  • Proficiency in using Customer Relationship Management (CRM) tools.

  • Comfortable working with MS Office (Word, Excel, Outlook) and email platforms.

  • Ability to manage large volumes of leads efficiently.

  • Basic understanding of digital communication platforms like WhatsApp, Zoom, and Google Meet.

4. Organizational & Time Management Skills

  • Ability to manage multiple calls, follow-ups, and appointments simultaneously.

  • Prioritize tasks effectively to meet daily and weekly targets.

  • Maintain accurate records and schedules for seamless coordination.

  • Work well under pressure and meet deadlines consistently.

5. Personal Attributes

  • Self-motivated, goal-oriented, and driven by results.

  • Positive attitude with a high level of energy and enthusiasm.

  • Ability to work independently as well as part of a team.

  • Professional demeanor and ethical work practices.


More information about this Appointment Setter Job

Please go through the below FAQs to get all answers related to the given Appointment Setter job

  1. What are the job requirements to apply for this Appointment Setter job position?
    • Ans: A candidate must have a minimum of 06 Months year experience as an Appointment Setter

  2. What is the qualification for this job?
    • Ans: The candidate can be a Graduate from any of the following: 12th Pass (HSE)

  3. What is the hiring Process of this job?
    • Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.

  4. This Appointment Setter is a work from home job?
    • Ans: No ,its not a Work from Home Job.

  5. How many job vacancies are opening for the Appointment Setter position?
    • Ans: There are immediate 1 job openings for Appointment Setter in our Organisation.

Job Particulars

Education 12th Pass (HSE)
Who can apply Experienced (0.6 Years)
Hiring Process Walk - In, Face to Face Interview
Employment TypeFull Time
Job Id2747192
Locality Address Banashankari
Country India

About Company

Our startup is a dynamic insurance marketing firm committed to bridging the gap between insurance providers and customers by delivering personalized, accessible, and trustworthy solutions. We specialize in designing innovative marketing strategies that help insurance companies expand their reach, build customer trust, and generate quality leads, while ensuring clients receive the guidance they need to make informed financial protection decisions. By combining digital marketing expertise, data-driven insights, and customer-first approaches, our firm aims to revolutionize how insurance products are communicated and delivered in today’s market. With a strong focus on transparency, education, and value creation, we position ourselves as a strategic growth partner for insurers and a reliable advisor for customers.
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