Team Manager - Corporate Social Responsibility

Kotak Securities

0 - 0 years

Kota, Mumbai

Posted: 4/22/2025

Job Description

Assisting Head of CSR in day to day CSR activities and in particular but not limited to:
ü   Identification of CSR projects in line with CSR Policy of the Company and finding appropriate Implementing Agency (IA) for implementation part
ü  Conducting meetings with CSR project in charge/trustees/representatives etc.
ü  Preparing project documents for Direct implementation projects in line with Schedule VII of the Companies Act, 2013 and Policy of the Company
ü  Due diligence of the CSR project/IA before onboarding
ü  Follow ups on documentation part (Compliance perspective)
ü  Preparing & maintaining document for Releasing payments to Implementing Agencies and obtaining challans/35 AC/80G
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
ü  Arrange for monthly/quarterly reviews with the NGOs
ü  On site inspection / monitoring of CSR Project of the Company and field visits
ü  Maintaining records of documentation for CSR projects – Budget, DD Docs, payment release, receipts docs, project reports, fund utilization reports, MIS etc.
ü  Tracking Ministry of Corporate Affairs (MCA) for latest updates in CSR area and maintaining CSR Policy updated
ü  Preparation of necessary docs for CSR Audit (Statutory Auditors, Secretarial Auditors & Internal Auditors)
ü  Maintain coordination with various internal deptts for CSR related work – getting relevant data whenever required
ü  Assisting in preparing annual reports, case studies, write ups, CSR website content and any other relevant details
ü  Assist in various Group level & Company level CSR volunteering activities

About Company

Kotak Securities, a part of Kotak Mahindra Bank, is a leading stock broking firm in India. It provides a wide range of investment services including equity, derivatives, mutual funds, and IPOs. The company is known for its digital platforms and robust research offerings.

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