Team Member - Corporate Social Responsibility

Kotak Securities · Mumbai

Source and collection record

Last observed by our collector: 8 October 2026 at 11:38 pm IST. This is not a manual review or a confirmation from the employer.

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Collected role description

<table border="0" cellpadding="0" cellspacing="0" width="1094" style="width:821pt;"> <colgroup><col width="1094" style="width:821pt;" /> </colgroup><tbody><tr style="height:15.75pt;"> <td height="21" class="xl65" width="1094" style="height:15.75pt;width:821pt;">Assisting Head of CSR in day to day CSR activities and in particular but not limited to:</td> </tr> <tr style="height:15.75pt;"> <td height="21" class="xl66" style="height:15.75pt;">ü Identification of CSR projects in line with CSR Policy of the Company and finding appropriate Implementing Agency (IA) for implementation part</td> </tr> <tr style="height:15.75pt;"> <td height="21" class="xl66" style="height:15.75pt;">ü Conducting meetings with CSR project in charge/trustees/representatives etc.</td> </tr> <tr style="height:15.75pt;"> <td height="21" class="xl66" style="height:15.75pt;">ü Preparing project documents for Direct implementation projects in line with Schedule VII of the Companies Act, 2013 and Policy of the Company</td> </tr> <tr style="height:15.75pt;"> <td height="21" class="xl66" style="height:15.75pt;">ü Due diligence of the CSR project/IA before onboarding</td> </tr> <tr style="height:94.5pt;"> <td height="126" class="xl67" style="height:94.5pt;">ü Follow ups on documentation part (Compliance perspective)</td> </tr> <tr style="height:15.75pt;"> <td height="21" class="xl66" style="height:15.75pt;">ü Preparing & maintaining document for Releasing payments to Implementing Agencies and obtaining challans/35 AC/80G</td> </tr> <tr style="height:15.75pt;"> <td height="21" class="xl66" style="height:15.75pt;">ü First level Monitoring Implementation status of all CSR Projects – regular interaction with the NGOs to get monthly/quarterly data, project progress update, fund utilization</td> </tr> <tr style="height:15.75pt;"> <td height="21" class="xl66" style="height:15.75pt;">ü Arrange for monthly/quarterly reviews with the NGOs</td> </tr> <tr style="height:15.75pt;"> <td height="21" class="xl66" style="height:15.75pt;">ü On site inspection / monitoring of CSR Project of the Company and field visits</td> </tr> <tr style="height:15.75pt;"> <td height="21" class="xl66" style="height:15.75pt;">ü Maintaining records of documentation for CSR projects – Budget, DD Docs, payment release, receipts docs, project reports, fund utilization reports, MIS etc.</td> </tr> <tr style="height:15.75pt;"> <td height="21" class="xl66" style="height:15.75pt;">ü Tracking Ministry of Corporate Affairs (MCA) for latest updates in CSR area and maintaining CSR Policy updated</td> </tr> <tr style="height:15.75pt;"> <td height="21" class="xl66" style="height:15.75pt;">ü Preparation of necessary docs for CSR Audit (Statutory Auditors, Secretarial Auditors & Internal Auditors)</td> </tr> <tr style="height:15.75pt;"> <td height="21" class="xl66" style="height:15.75pt;">ü Maintain coordination with various internal deptts for CSR related work – getting relevant data whenever required</td> </tr> <tr style="height:15.75pt;"> <td height="21" class="xl66" style="height:15.75pt;">ü Assisting in preparing annual reports, case studies, write ups, CSR website content and any other relevant details</td> </tr> <tr style="height:16.5pt;"> <td height="22" class="xl68" style="height:16.5pt;">ü Assist in various Group level & Company level CSR volunteering activities</td> </tr></tbody></table>