Service Delivery Associate/ Analyst

Resource Pro; Bengaluru; On-site; INR 300,000 - 540,000; Full time

Job summary

ReSource Pro in Bengaluru, India seeks an Associate, SDU to support daily accounting-related service work, focusing on financial reconciliation and discrepancy identification. Role requires following defined procedures, maintaining precision, and clear communication with clients via phone and email.

You will operate client systems, handle insurance and accounting tasks, review information for gaps, and ensure quality, productivity, and timely delivery while adhering to information security

Qualifications

• Experience with data reconciliation and auditing processes.
• Strong numerical and calculation accuracy.
• Ability to follow procedures and guidelines.

Responsibilities

• Process insurance and accounting tasks with accuracy and efficiency.
• Communicate with clients via phone or email in clear English.
• Identify discrepancies and investigate data against client records.

Skills

Attention to detail

Numerical aptitude

Excel formulas

English communication

Learning agility

Discrepancy resolution

Tools

Excel

Job description

Associate, SDU at ReSource Pro.

The role holder is responsible for meeting quality, productivity, and turnaround time standards, communicating clearly with clients via real‑time phone calls and email, identifying processing discrepancies, and supporting operational accuracy. More specifically, the role supports daily accounting‑related service work with a particular focus on financial reconciliation and discrepancy identification by following defined procedures carefully and maintaining precision.

Principal Responsibilities

1. Processing Operations 70%

• Operate client systems and process insurance and accounting‑related tasks (such as financial reconciliation and tracking inflows/outflows) accurately and efficiently.
• Follow established procedures step by step and apply them correctly across different work scenarios.
• Review task information carefully, identify missing, inconsistent, or unclear information, and take appropriate action based on procedures.
• Meet defined quality, productivity, and turnaround time standards.
• Comply with ReSource Pro’s Information Security policies and client information security requirements.

2. Client Communication 15%

• Provide timely support by conducting direct phone calls or emails with clients on procedure‑oriented matters (spoken English is required).
• Communicate with clients using clear, polite, and well‑structured written English.
• Respond to client requests promptly and escalate concerns to the supervisor when needed.

3. Problem Identification & Other 15%

• Identify discrepancies between data received and client system records; investigate by accessing relevant systems to locate the root cause or gap.
• Escalate identified issues in a timely manner with clear, structured descriptions of the discrepancy and supporting findings.
• Conduct assigned auditing tasks and track data accurately via Case Tracker.

Key Requirements / Success Factors

• Able to learn new tasks, guidelines, and working rules quickly.
• Strong attention to detail and precision, especially in number‑based and calculation‑heavy work.
• Clear and professional communication skills in both spoken and written English.
• Able to work under pace, volume, or shifting priorities while maintaining acceptable quality.
• Able to identify discrepancies and inconsistencies through careful, step‑by‑step investigation.
• Reliable ability to follow structured procedures precisely and consistently.
• Basic numerical aptitude and working knowledge of Excel formulas and calculations.